SteveCcc personal page - To The Moon

SteveCcc

SteveCcc

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2021-08-15

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2021-09-24

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食品公司Sovos Brands登陆纳斯达克，盘初涨超21%

2021-07-24

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十倍基的“秘密”，基民如何才能真正赚到钱？

2021-09-13

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前瞻：苹果新品发布会来袭！小鹏P5将于周三上市

2022-03-03

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2021-08-19

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4年11起车祸，涉76.5万辆车，特斯拉禁得起调查吗

2021-07-29

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TrendForce公布全球五大基站设备商：华为、爱立信、诺基亚前三

2021-09-22

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美股三大指数全部转跌，油气股跌幅居前

2021-08-11

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雷军：小米赠送首批用户1999元红包约3.7亿

2021-07-26

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Tesla Reports Earnings Today. Here's What Matters Most.

2021-07-25

Nio

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2022-07-17

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拜登吃瘪，沙特吃花椒，赢麻了！

2021-09-08

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瑞幸咖啡涨超5%，公司称重组计划已完成多个阶段性目标

2021-08-17

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苹果股价盘中涨至150.59美元，续刷历史新高

2021-08-15

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警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪

2021-08-14

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索罗斯Q1吃进腾讯音乐等“爆仓股”，Q2便脱手

2021-08-12

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【异动】抗疫概念股下挫，BioNTech SE跌超9%

2021-07-26

awesome

Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week

2021-07-26

like pls

GameStop: The Game Is Far From Over

2021-07-25

iphone

What will Apple say about the next iPhone at earnings time? Maybe more than usual

Go to Tiger App to see more news

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作者：徐曉倩 圖源：圖蟲創意 迴歸50多天後，李佳琦走了一條前人的老路：孵化另一個直播間。 11月12日，雙十一購物節後的第二天，一個名叫“所有女生”的直播賬號出現在了淘寶直播，直播的主角是李佳琦直播間的助理。當晚，李佳琦直播間與“所有女生”直播間進行了連麥。根據李佳琦的描述，“所有女生”直播間的初心是拓寬直播間品類、延長直播間營業時長。 爲了給直播間造勢，當晚上線的41款產品的定價均爲0.01元，以產品中樣爲主，包括了美妝個護、生活快消、休閒零食、時尚服飾、數碼家電等多個品類，比肩中等規模直播間。作爲一個冷啓動項目，“所有女生”的首戰成績不錯，開播首日，直播間觀看量超過700萬，所有鏈接全部售罄。截至發稿，所有女生賬號粉絲量爲111.8萬。 據李佳琦粉絲露露觀察，扶持助播團隊上位早已在醞釀中。11月4日，助播團隊撐起了一場長達6小時的全品類直播，當晚直播間上線82個鏈接，觀看量超過1000萬，“已經算是給團隊正式直播練練手了，似乎在暗示會開闢助播直播間，但沒想到會這麼快。”。 事實上，雙11大促期間，李佳琦也在有意識地縮短直播的時長，增加助播們的曝光度，開播前兩小時的預熱交給助播。除了美妝產品之外，家裝、服裝等品類也由助播們控場。在個別直播場次裏，長達6小時的直播，李佳琦的露面時間不超過3小時。 時代財經發現，助播團隊的壯大也在計劃之中，今年7月，李佳琦背後的美腕公司更新了多個招聘崗位，包括帶貨主播、直播助理、助播等。李佳琦迴歸後，多個新面孔出現在了直播間：說話沉穩、擅長美妝講解的火娃；神似李佳琦的服裝助播阿成；比較有直播經驗，負責護膚品類的東東等。 據瞭解，李佳琦和“所有女生”的直播將錯峯進行，前者依然負責晚上7：30-0：00黃金晚間檔的直播，後者直播時間則放在了12：00-18：00。 “創建小號”並非是李佳琦直播間的獨創。薇婭、雪梨退場後，她","listText":"本文來源：時代財經 作者：徐曉倩 圖源：圖蟲創意 迴歸50多天後，李佳琦走了一條前人的老路：孵化另一個直播間。 11月12日，雙十一購物節後的第二天，一個名叫“所有女生”的直播賬號出現在了淘寶直播，直播的主角是李佳琦直播間的助理。當晚，李佳琦直播間與“所有女生”直播間進行了連麥。根據李佳琦的描述，“所有女生”直播間的初心是拓寬直播間品類、延長直播間營業時長。 爲了給直播間造勢，當晚上線的41款產品的定價均爲0.01元，以產品中樣爲主，包括了美妝個護、生活快消、休閒零食、時尚服飾、數碼家電等多個品類，比肩中等規模直播間。作爲一個冷啓動項目，“所有女生”的首戰成績不錯，開播首日，直播間觀看量超過700萬，所有鏈接全部售罄。截至發稿，所有女生賬號粉絲量爲111.8萬。 據李佳琦粉絲露露觀察，扶持助播團隊上位早已在醞釀中。11月4日，助播團隊撐起了一場長達6小時的全品類直播，當晚直播間上線82個鏈接，觀看量超過1000萬，“已經算是給團隊正式直播練練手了，似乎在暗示會開闢助播直播間，但沒想到會這麼快。”。 事實上，雙11大促期間，李佳琦也在有意識地縮短直播的時長，增加助播們的曝光度，開播前兩小時的預熱交給助播。除了美妝產品之外，家裝、服裝等品類也由助播們控場。在個別直播場次裏，長達6小時的直播，李佳琦的露面時間不超過3小時。 時代財經發現，助播團隊的壯大也在計劃之中，今年7月，李佳琦背後的美腕公司更新了多個招聘崗位，包括帶貨主播、直播助理、助播等。李佳琦迴歸後，多個新面孔出現在了直播間：說話沉穩、擅長美妝講解的火娃；神似李佳琦的服裝助播阿成；比較有直播經驗，負責護膚品類的東東等。 據瞭解，李佳琦和“所有女生”的直播將錯峯進行，前者依然負責晚上7：30-0：00黃金晚間檔的直播，後者直播時間則放在了12：00-18：00。 “創建小號”並非是李佳琦直播間的獨創。薇婭、雪梨退場後，她","text":"本文來源：時代財經 作者：徐曉倩 圖源：圖蟲創意 迴歸50多天後，李佳琦走了一條前人的老路：孵化另一個直播間。 11月12日，雙十一購物節後的第二天，一個名叫“所有女生”的直播賬號出現在了淘寶直播，直播的主角是李佳琦直播間的助理。當晚，李佳琦直播間與“所有女生”直播間進行了連麥。根據李佳琦的描述，“所有女生”直播間的初心是拓寬直播間品類、延長直播間營業時長。 爲了給直播間造勢，當晚上線的41款產品的定價均爲0.01元，以產品中樣爲主，包括了美妝個護、生活快消、休閒零食、時尚服飾、數碼家電等多個品類，比肩中等規模直播間。作爲一個冷啓動項目，“所有女生”的首戰成績不錯，開播首日，直播間觀看量超過700萬，所有鏈接全部售罄。截至發稿，所有女生賬號粉絲量爲111.8萬。 據李佳琦粉絲露露觀察，扶持助播團隊上位早已在醞釀中。11月4日，助播團隊撐起了一場長達6小時的全品類直播，當晚直播間上線82個鏈接，觀看量超過1000萬，“已經算是給團隊正式直播練練手了，似乎在暗示會開闢助播直播間，但沒想到會這麼快。”。 事實上，雙11大促期間，李佳琦也在有意識地縮短直播的時長，增加助播們的曝光度，開播前兩小時的預熱交給助播。除了美妝產品之外，家裝、服裝等品類也由助播們控場。在個別直播場次裏，長達6小時的直播，李佳琦的露面時間不超過3小時。 時代財經發現，助播團隊的壯大也在計劃之中，今年7月，李佳琦背後的美腕公司更新了多個招聘崗位，包括帶貨主播、直播助理、助播等。李佳琦迴歸後，多個新面孔出現在了直播間：說話沉穩、擅長美妝講解的火娃；神似李佳琦的服裝助播阿成；比較有直播經驗，負責護膚品類的東東等。 據瞭解，李佳琦和“所有女生”的直播將錯峯進行，前者依然負責晚上7：30-0：00黃金晚間檔的直播，後者直播時間則放在了12：00-18：00。 “創建小號”並非是李佳琦直播間的獨創。薇婭、雪梨退場後，她","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667046382","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072294177,"gmtCreate":1658034695899,"gmtModify":1676536096868,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072294177","repostId":"2252449186","repostType":4,"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033289227,"gmtCreate":1646283798928,"gmtModify":1676534112868,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033289227","repostId":"1122473865","repostType":4,"repost":{"id":"1122473865","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1646279148,"share":"https://ttm.financial/m/news/1122473865?lang=&edition=fundamental","pubTime":"2022-03-03 11:45","market":"us","language":"zh","title":"特殊需求激增，比特币与科技股表现脱钩","url":"https://stock-news.laohu8.com/highlight/detail?id=1122473865","media":"Wind万得","summary":"比特币在拥笃者眼中是数字黄金，在一些分析师看来是监测流动性和利率水平的风向标。地缘政治风险爆发，比特币正在试图证明其数字黄金的属性。通常情况下，比特币与美国科技股表现同步。但最近一周，比特币表现明显强","content":"<html><head></head><body><p>比特币在拥笃者眼中是数字黄金，在一些分析师看来是监测流动性和利率水平的风向标。地缘政治风险爆发，比特币正在试图证明其数字黄金的属性。</p><p>通常情况下，比特币与美国科技股表现同步。但最近一周，比特币表现明显强于纳斯达克指数，比特币最近7个交易日涨超15%，纳斯达克指数同期涨1.5%，涨幅相差10倍！外媒评论称，俄乌冲突，使得比特币等虚拟货币需求量突然增加，对冲了美联储即将加息和缩表的利空。</p><p>俄罗斯对虚拟货币的兴趣正在上升。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>搜索数据显示，俄罗斯对全球最大的加密货币交易所Binance的兴趣有所上升，乌克兰也出现相似的情况，但程度较低。目前，大约11%的俄罗斯人已经持有虚拟货币资产。</p><p><img src=\"https://static.tigerbbs.com/85d20e5907a6aa8c7e4229322194e653\" tg-width=\"723\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>最近比特币表现与科技股脱钩表明，一些外部因素导致了需求机制变化。在特殊时期，资本如果想要继续流通，预计俄乌两国对虚拟货币的需求还会继续上升。</p><p><a href=\"https://laohu8.com/S/C\">花旗</a>在最近的一份报告中表示，2014年克里米亚危机期间，俄罗斯的资本净流出为1510亿美元（比前一年激增900亿美元）。在2008年的危机中，这个数字是1330亿美元。当然，2008年还包括债务支付等。</p><p>对于花旗等投行来说，这一次危机会导致多少资本借道虚拟货币实现流通是非常具有观察意义的。根据bitcointradevolume.com的数据，每日比特币现货交易量约为48亿美元。包括衍生品在内，交易规模约为200-400亿美元。</p><p>据Kaiko报道，比特币在Binance平台上，比特币与乌克兰货币格里夫尼亚以6%的溢价交易。因为乌克兰当地货币市场面临重大干扰，该国央行暂时停止外币提款，乌克兰格里夫尼亚兑美元汇率跌至历史低点。</p><p>俄国卢布和乌克兰格里夫尼亚的贸易额，几乎在冲突后立即飙升至数月来的最高水平，突显了虚拟货币行业在冲突中扮演的复杂角色。</p><p>目前，俄罗斯的比特币交易量到目前为止，在绝对值上相对较小，平均每天约210比特币。这表明价格波动，更多地是由于投资者对俄罗斯需求预期上升进行定价，而不是实际发生的事情。</p><p>这一点很重要，因为如果俄罗斯预期的购买不能实现，那么比特币相对科技的超额收益迟早会回吐。</p><p><img src=\"https://static.tigerbbs.com/c9af2afb05f4df26c17c55540e00f4e8\" tg-width=\"796\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>当然，自俄乌冲突以来，俄罗斯和乌克兰的虚拟货币交易活动数量激增。与此同时，欧洲央行行长拉加德敦促监管部门防止俄罗斯逃避制裁。美联储主席鲍威尔传达了一个有点复杂的信息，通过讨论“数字货币”的优势，但通过安抚渴望监管的人士来回避他的观点，并补充说：“在某种程度上，加密货币是逃避执法和国家安全的手段，这是我们不应容忍的。”</p><p>分析认为，比特币等虚拟货币仍然面临着强硬监管的风险。美国财政部长耶伦表示，虚拟货币是监察制裁漏洞的一个渠道。一旦欧美等国认定虚拟货币阻碍其达成目标，虚拟货币的未来就不那么美妙了。</p><p>不过，花旗表示，从数据来看，虚拟货币还没有被用于避免西方的制裁。</p><p><img src=\"https://static.tigerbbs.com/48e8ea40d65b344c6c0e83bfd0c70cb6\" tg-width=\"718\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特殊需求激增，比特币与科技股表现脱钩</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特殊需求激增，比特币与科技股表现脱钩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2022-03-03 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>比特币在拥笃者眼中是数字黄金，在一些分析师看来是监测流动性和利率水平的风向标。地缘政治风险爆发，比特币正在试图证明其数字黄金的属性。</p><p>通常情况下，比特币与美国科技股表现同步。但最近一周，比特币表现明显强于纳斯达克指数，比特币最近7个交易日涨超15%，纳斯达克指数同期涨1.5%，涨幅相差10倍！外媒评论称，俄乌冲突，使得比特币等虚拟货币需求量突然增加，对冲了美联储即将加息和缩表的利空。</p><p>俄罗斯对虚拟货币的兴趣正在上升。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>搜索数据显示，俄罗斯对全球最大的加密货币交易所Binance的兴趣有所上升，乌克兰也出现相似的情况，但程度较低。目前，大约11%的俄罗斯人已经持有虚拟货币资产。</p><p><img src=\"https://static.tigerbbs.com/85d20e5907a6aa8c7e4229322194e653\" tg-width=\"723\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p><p>最近比特币表现与科技股脱钩表明，一些外部因素导致了需求机制变化。在特殊时期，资本如果想要继续流通，预计俄乌两国对虚拟货币的需求还会继续上升。</p><p><a href=\"https://laohu8.com/S/C\">花旗</a>在最近的一份报告中表示，2014年克里米亚危机期间，俄罗斯的资本净流出为1510亿美元（比前一年激增900亿美元）。在2008年的危机中，这个数字是1330亿美元。当然，2008年还包括债务支付等。</p><p>对于花旗等投行来说，这一次危机会导致多少资本借道虚拟货币实现流通是非常具有观察意义的。根据bitcointradevolume.com的数据，每日比特币现货交易量约为48亿美元。包括衍生品在内，交易规模约为200-400亿美元。</p><p>据Kaiko报道，比特币在Binance平台上，比特币与乌克兰货币格里夫尼亚以6%的溢价交易。因为乌克兰当地货币市场面临重大干扰，该国央行暂时停止外币提款，乌克兰格里夫尼亚兑美元汇率跌至历史低点。</p><p>俄国卢布和乌克兰格里夫尼亚的贸易额，几乎在冲突后立即飙升至数月来的最高水平，突显了虚拟货币行业在冲突中扮演的复杂角色。</p><p>目前，俄罗斯的比特币交易量到目前为止，在绝对值上相对较小，平均每天约210比特币。这表明价格波动，更多地是由于投资者对俄罗斯需求预期上升进行定价，而不是实际发生的事情。</p><p>这一点很重要，因为如果俄罗斯预期的购买不能实现，那么比特币相对科技的超额收益迟早会回吐。</p><p><img src=\"https://static.tigerbbs.com/c9af2afb05f4df26c17c55540e00f4e8\" tg-width=\"796\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>当然，自俄乌冲突以来，俄罗斯和乌克兰的虚拟货币交易活动数量激增。与此同时，欧洲央行行长拉加德敦促监管部门防止俄罗斯逃避制裁。美联储主席鲍威尔传达了一个有点复杂的信息，通过讨论“数字货币”的优势，但通过安抚渴望监管的人士来回避他的观点，并补充说：“在某种程度上，加密货币是逃避执法和国家安全的手段，这是我们不应容忍的。”</p><p>分析认为，比特币等虚拟货币仍然面临着强硬监管的风险。美国财政部长耶伦表示，虚拟货币是监察制裁漏洞的一个渠道。一旦欧美等国认定虚拟货币阻碍其达成目标，虚拟货币的未来就不那么美妙了。</p><p>不过，花旗表示，从数据来看，虚拟货币还没有被用于避免西方的制裁。</p><p><img src=\"https://static.tigerbbs.com/48e8ea40d65b344c6c0e83bfd0c70cb6\" tg-width=\"718\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","EBON":"亿邦国际","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","CAN":"嘉楠科技","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122473865","content_text":"比特币在拥笃者眼中是数字黄金，在一些分析师看来是监测流动性和利率水平的风向标。地缘政治风险爆发，比特币正在试图证明其数字黄金的属性。通常情况下，比特币与美国科技股表现同步。但最近一周，比特币表现明显强于纳斯达克指数，比特币最近7个交易日涨超15%，纳斯达克指数同期涨1.5%，涨幅相差10倍！外媒评论称，俄乌冲突，使得比特币等虚拟货币需求量突然增加，对冲了美联储即将加息和缩表的利空。俄罗斯对虚拟货币的兴趣正在上升。谷歌搜索数据显示，俄罗斯对全球最大的加密货币交易所Binance的兴趣有所上升，乌克兰也出现相似的情况，但程度较低。目前，大约11%的俄罗斯人已经持有虚拟货币资产。最近比特币表现与科技股脱钩表明，一些外部因素导致了需求机制变化。在特殊时期，资本如果想要继续流通，预计俄乌两国对虚拟货币的需求还会继续上升。花旗在最近的一份报告中表示，2014年克里米亚危机期间，俄罗斯的资本净流出为1510亿美元（比前一年激增900亿美元）。在2008年的危机中，这个数字是1330亿美元。当然，2008年还包括债务支付等。对于花旗等投行来说，这一次危机会导致多少资本借道虚拟货币实现流通是非常具有观察意义的。根据bitcointradevolume.com的数据，每日比特币现货交易量约为48亿美元。包括衍生品在内，交易规模约为200-400亿美元。据Kaiko报道，比特币在Binance平台上，比特币与乌克兰货币格里夫尼亚以6%的溢价交易。因为乌克兰当地货币市场面临重大干扰，该国央行暂时停止外币提款，乌克兰格里夫尼亚兑美元汇率跌至历史低点。俄国卢布和乌克兰格里夫尼亚的贸易额，几乎在冲突后立即飙升至数月来的最高水平，突显了虚拟货币行业在冲突中扮演的复杂角色。目前，俄罗斯的比特币交易量到目前为止，在绝对值上相对较小，平均每天约210比特币。这表明价格波动，更多地是由于投资者对俄罗斯需求预期上升进行定价，而不是实际发生的事情。这一点很重要，因为如果俄罗斯预期的购买不能实现，那么比特币相对科技的超额收益迟早会回吐。当然，自俄乌冲突以来，俄罗斯和乌克兰的虚拟货币交易活动数量激增。与此同时，欧洲央行行长拉加德敦促监管部门防止俄罗斯逃避制裁。美联储主席鲍威尔传达了一个有点复杂的信息，通过讨论“数字货币”的优势，但通过安抚渴望监管的人士来回避他的观点，并补充说：“在某种程度上，加密货币是逃避执法和国家安全的手段，这是我们不应容忍的。”分析认为，比特币等虚拟货币仍然面临着强硬监管的风险。美国财政部长耶伦表示，虚拟货币是监察制裁漏洞的一个渠道。一旦欧美等国认定虚拟货币阻碍其达成目标，虚拟货币的未来就不那么美妙了。不过，花旗表示，从数据来看，虚拟货币还没有被用于避免西方的制裁。","news_type":1},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863760097,"gmtCreate":1632437286019,"gmtModify":1676530780474,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863760097","repostId":"1131560425","repostType":4,"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869106589,"gmtCreate":1632264918141,"gmtModify":1676530735899,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869106589","repostId":"1190984755","repostType":4,"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888627454,"gmtCreate":1631495042578,"gmtModify":1676530556505,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888627454","repostId":"1130981584","repostType":2,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880681621,"gmtCreate":1631055355563,"gmtModify":1676530451879,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880681621","repostId":"1135671638","repostType":4,"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831673839,"gmtCreate":1629327273021,"gmtModify":1676530001318,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"409015397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10:11","market":"us","language":"zh","title":"高盛Q2持仓：买入587万股阿里，减持标普500ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=1142153860","media":"智通财经网","summary":"高盛二季度持仓总市值达4463.9亿美元，环比增长12.6%。","content":"<p>作者：许然</p>\n<p>周五，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/GS\">高盛</a>递交了截止至2021年6月30日的二季度持仓报告(13F)。</p>\n<p>据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d5cec0fc3d9f436677caf598225f9ae\" tg-width=\"1889\" tg-height=\"1106\" referrerpolicy=\"no-referrer\"></p>\n<p>该行在二季度大举买入587万股<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，并成为第五大持仓股，另外<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/FB\">Facebook</a>及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等科技股也获较大幅度增持。</p>\n<p>减持方面，本季度高盛大幅减持了<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>、纳斯达克100ETF(QQQ.US)等ETF以及<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等金融股，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等部分科技股也遭不同程度减持。</p>\n<p>截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕<a href=\"https://laohu8.com/S/R2US.UK\">罗素2000ETF</a>(IWM.US)及阿里巴巴。</p>\n<p><img src=\"https://static.tigerbbs.com/dd36355c8185a18b6a319e744e58ab34\" tg-width=\"1484\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛Q2持仓：买入587万股阿里，减持标普500ETF</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛Q2持仓：买入587万股阿里，减持标普500ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/535250.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/535250.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","relate_stocks":{"BABA":"阿里巴巴","GS":"高盛"},"source_url":"https://www.zhitongcaijing.com/content/detail/535250.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1142153860","content_text":"作者：许然\n周五，根据美国证券交易委员会(SEC)披露，高盛递交了截止至2021年6月30日的二季度持仓报告(13F)。\n据统计，高盛二季度持仓总市值达4463.9亿美元，上一季度总市值为3964.54亿美元，环比增长12.6%。在二季度的持仓组合中新增了836只个股，增持了2591只个股。同时，高盛还减持了2356只个股并清仓了706只个股。其中前十大持仓标的占总市值的17.27%。\n\n该行在二季度大举买入587万股阿里巴巴，并成为第五大持仓股，另外苹果、Facebook及特斯拉等科技股也获较大幅度增持。\n减持方面，本季度高盛大幅减持了标普500ETF、纳斯达克100ETF(QQQ.US)等ETF以及Visa、摩根大通等金融股，亚马逊、谷歌等部分科技股也遭不同程度减持。\n截至第二季度，高盛前五大持仓股分别为标普500ETF、苹果、微软、安硕罗素2000ETF(IWM.US)及阿里巴巴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897447393,"gmtCreate":1628981384712,"gmtModify":1676529901268,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"!","listText":"!","text":"!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897447393","repostId":"1168954704","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897695117,"gmtCreate":1628910344339,"gmtModify":1676529891706,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897695117","repostId":"1131048202","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895301212,"gmtCreate":1628722419736,"gmtModify":1676529829172,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895301212","repostId":"1193247058","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892918287,"gmtCreate":1628633072049,"gmtModify":1676529800192,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892918287","repostId":"1175670496","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801870139,"gmtCreate":1627512561421,"gmtModify":1703491240398,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801870139","repostId":"2154294044","repostType":2,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800656927,"gmtCreate":1627300476569,"gmtModify":1703487079340,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800656927","repostId":"1151724613","repostType":4,"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800305445,"gmtCreate":1627275660787,"gmtModify":1703486539539,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"awesome&nbsp;","listText":"awesome&nbsp;","text":"awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800305445","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177562238,"gmtCreate":1627253350124,"gmtModify":1703485891811,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177562238","repostId":"1107345366","repostType":4,"repost":{"id":"1107345366","pubTimestamp":1627176839,"share":"https://ttm.financial/m/news/1107345366?lang=&edition=fundamental","pubTime":"2021-07-25 09:33","market":"us","language":"en","title":"GameStop: The Game Is Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1107345366","media":"seekingalpha","summary":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce pla","content":"<p><b>Summary</b></p>\n<ul>\n <li>GameStop has revamped itself to progressively move towards to become a major e-commerce player.</li>\n <li>We think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.</li>\n <li>In addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.</li>\n <li>While we don't have a position in GameStop, we don't think the game is over for the company.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>The speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.</p>\n<p>While we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.</p>\n<p>We thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:</p>\n<blockquote>\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n</blockquote>\n<p>We think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.</p>\n<p>In this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.</p>\n<p>What Has Changed for GameStop since the January Mania?</p>\n<p>GME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"</p>\n<p>While the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.</p>\n<p>Ryan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:</p>\n<blockquote>\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n</blockquote>\n<p>However, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/213a840d218039b67bebc984532ecf5f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Quarterly revenues. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c46f7322b39c6468f6929c1fd414921b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>LTM revenue. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.</p>\n<p>LTM EBIT margins trend. Data Source: S&amp;P Capital IQ</p>\n<p>While the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.</p>\n<p>Debt to Equity Ratio. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaacbe2d43de887038c30e9ab4bcfa2\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>LTM Levered FCF margin. Data source: S&amp;P Capital IQ</span></p>\n<p>The company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.</p>\n<p>Therefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:</p>\n<blockquote>\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n</blockquote>\n<p><b>The Reddit Community Grew by 25.9% in 2020</b></p>\n<p>US social network user growth, by platform 2020 &amp; 2021. Source:eMarketer</p>\n<p>Investors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f886ecf993efe35532771c132d94a6a\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Population distribution in the US in 2019, by generation. Data source: US Census Bureau</span></p>\n<p>We believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.</p>\n<p>Importantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.</p>\n<p>According to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.</p>\n<p>Among the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.</p>\n<p>Therefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.</p>\n<p>We think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.</p>\n<p><b>Analyzing the Reddit Opinion</b></p>\n<p>Individual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick</p>\n<p>According to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3108c1a56bc4c6221a4d8297e018d3\" tg-width=\"826\" tg-height=\"511\" width=\"100%\" height=\"auto\"><span>Share of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e72f250f4fe70ca9af575b6828bace0d\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Average trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p>We could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a87f8665c27d127566189bd21a035158\" tg-width=\"956\" tg-height=\"591\" width=\"100%\" height=\"auto\"><span>Institutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick</span></p>\n<p>While 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.</p>\n<p><b>Looking Ahead</b></p>\n<p>Ownership breakdown. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1dd4930d00083121d28ea6d57285bc5\" tg-width=\"1280\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Institutional ownership changes. Source:Marketbeat</span></p>\n<p>Moving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a708e62291662e5d4e2bce79492dc93a\" tg-width=\"1244\" tg-height=\"656\" width=\"100%\" height=\"auto\"><span>Percentage of float shorted over time. Source:Marketbeat</span></p>\n<p>Importantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.</p>\n<p>Other than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.</p>\n<p><b>Price Action and Trend Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe5e54ac5cfe6504ec07c334a8c52668\" tg-width=\"1280\" tg-height=\"786\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>Ever since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.</p>\n<p>While we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:</p>\n<blockquote>\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n</blockquote>\n<p>In GameStop, we think the game is certainly far from being over.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop: The Game Is Far From Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop: The Game Is Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107345366","content_text":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.\nIn addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.\nWhile we don't have a position in GameStop, we don't think the game is over for the company.\n\nInvestment Thesis\nThe speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.\nWhile we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.\nWe thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:\n\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n\nWe think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.\nIn this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.\nWhat Has Changed for GameStop since the January Mania?\nGME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"\nWhile the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.\nRyan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:\n\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n\nHowever, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”\nQuarterly revenues. Data source: S&P Capital IQ\nLTM revenue. Data source: S&P Capital IQ\nWe could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.\nLTM EBIT margins trend. Data Source: S&P Capital IQ\nWhile the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.\nDebt to Equity Ratio. Source:Simply Wall St\nLTM Levered FCF margin. Data source: S&P Capital IQ\nThe company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.\nTherefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:\n\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n\nThe Reddit Community Grew by 25.9% in 2020\nUS social network user growth, by platform 2020 & 2021. Source:eMarketer\nInvestors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.\nPopulation distribution in the US in 2019, by generation. Data source: US Census Bureau\nWe believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.\nImportantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.\nAccording to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.\nAmong the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.\nTherefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.\nWe think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.\nAnalyzing the Reddit Opinion\nIndividual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick\nAccording to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.\nShare of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick\nAverage trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick\nWe could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.\nInstitutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick\nWhile 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.\nLooking Ahead\nOwnership breakdown. Source:Simply Wall St\nInstitutional ownership changes. Source:Marketbeat\nMoving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.\nPercentage of float shorted over time. Source:Marketbeat\nImportantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.\nOther than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.\nPrice Action and Trend Analysis\nSource: TradingView\nEver since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.\nWhile we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:\n\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n\nIn GameStop, we think the game is certainly far from being over.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177334163,"gmtCreate":1627179973952,"gmtModify":1703485136028,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"iphone","listText":"iphone","text":"iphone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177334163","repostId":"2153938547","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177067845,"gmtCreate":1627170303487,"gmtModify":1703484899422,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090153975827430","authorIdStr":"4090153975827430"},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177067845","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":897447438,"gmtCreate":1628981493424,"gmtModify":1676529901276,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897447438","repostId":"1142153860","repostType":4,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863760097,"gmtCreate":1632437286019,"gmtModify":1676530780474,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/863760097","repostId":"1131560425","repostType":4,"repost":{"id":"1131560425","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632414033,"share":"https://ttm.financial/m/news/1131560425?lang=&edition=fundamental","pubTime":"2021-09-24 00:20","market":"us","language":"zh","title":"食品公司Sovos Brands登陆纳斯达克，盘初涨超21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131560425","media":"老虎资讯综合","summary":"公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。","content":"<p>美国当地时间9月23日，食品公司<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a> 登陆纳斯达克，开盘报14.75美元，截至发稿涨超21%，公司发行价为12美元/股。</p>\n<p><img src=\"https://static.tigerbbs.com/b0ef7a4414798f09672f958ed42d5e7b\" tg-width=\"450\" tg-height=\"379\" width=\"100%\" height=\"auto\"></p>\n<p>食品公司Sovos Brands成立于2017年，主要产品包括意大利面酱Rao’s、酸奶品牌noosa，煎饼和华夫饼品牌Birch Benders，以及意大利冷冻食品品牌Michael Angelo’s。公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。公司计划继续通过整合收购，巩固公司在食品行业的品牌地位。</p>\n<p>财务方面，截至2021年6月26日，公司今年以来营收为3.51亿美元，同比增长34.4%；2020年全年营收5.6亿美元，同比增长44.3%，2019年全年营收3.88亿美元。公司2020年已经开始盈利。截至2021年6月26日，公司今年以来净利润为1037万美元，去年全年盈利1083万美元，2019年亏损2415万美元。</p>\n<p>行业方面，根据Grand View Research的 2020年市场研究报告，2019年意大利面酱的全球市场规模约为 135亿美元，预计到 2027年将达到 170亿美元。这也意味着行业每年将以3.2%的年均复合增长率增长。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>食品公司Sovos Brands登陆纳斯达克，盘初涨超21%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n食品公司Sovos Brands登陆纳斯达克，盘初涨超21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-24 00:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国当地时间9月23日，食品公司<a href=\"https://laohu8.com/S/SOVO\">Sovos Brands, Inc.</a> 登陆纳斯达克，开盘报14.75美元，截至发稿涨超21%，公司发行价为12美元/股。</p>\n<p><img src=\"https://static.tigerbbs.com/b0ef7a4414798f09672f958ed42d5e7b\" tg-width=\"450\" tg-height=\"379\" width=\"100%\" height=\"auto\"></p>\n<p>食品公司Sovos Brands成立于2017年，主要产品包括意大利面酱Rao’s、酸奶品牌noosa，煎饼和华夫饼品牌Birch Benders，以及意大利冷冻食品品牌Michael Angelo’s。公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。公司计划继续通过整合收购，巩固公司在食品行业的品牌地位。</p>\n<p>财务方面，截至2021年6月26日，公司今年以来营收为3.51亿美元，同比增长34.4%；2020年全年营收5.6亿美元，同比增长44.3%，2019年全年营收3.88亿美元。公司2020年已经开始盈利。截至2021年6月26日，公司今年以来净利润为1037万美元，去年全年盈利1083万美元，2019年亏损2415万美元。</p>\n<p>行业方面，根据Grand View Research的 2020年市场研究报告，2019年意大利面酱的全球市场规模约为 135亿美元，预计到 2027年将达到 170亿美元。这也意味着行业每年将以3.2%的年均复合增长率增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6956d8a5f2f4d056ac627a40c2885c1","relate_stocks":{"SOVO":"Sovos Brands, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131560425","content_text":"美国当地时间9月23日，食品公司Sovos Brands, Inc. 登陆纳斯达克，开盘报14.75美元，截至发稿涨超21%，公司发行价为12美元/股。\n\n食品公司Sovos Brands成立于2017年，主要产品包括意大利面酱Rao’s、酸奶品牌noosa，煎饼和华夫饼品牌Birch Benders，以及意大利冷冻食品品牌Michael Angelo’s。公司最大的单品是意大利面酱Rao’s Homemade 24oz marinara。公司计划继续通过整合收购，巩固公司在食品行业的品牌地位。\n财务方面，截至2021年6月26日，公司今年以来营收为3.51亿美元，同比增长34.4%；2020年全年营收5.6亿美元，同比增长44.3%，2019年全年营收3.88亿美元。公司2020年已经开始盈利。截至2021年6月26日，公司今年以来净利润为1037万美元，去年全年盈利1083万美元，2019年亏损2415万美元。\n行业方面，根据Grand View Research的 2020年市场研究报告，2019年意大利面酱的全球市场规模约为 135亿美元，预计到 2027年将达到 170亿美元。这也意味着行业每年将以3.2%的年均复合增长率增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174584170,"gmtCreate":1627111862790,"gmtModify":1703484456129,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174584170","repostId":"1194494092","repostType":4,"repost":{"id":"1194494092","pubTimestamp":1627109486,"share":"https://ttm.financial/m/news/1194494092?lang=&edition=fundamental","pubTime":"2021-07-24 14:51","market":"hk","language":"zh","title":"十倍基的“秘密”，基民如何才能真正赚到钱？","url":"https://stock-news.laohu8.com/highlight/detail?id=1194494092","media":" 兴证全球基金","summary":"挖掘出十倍的投资标的，无疑是所有投资者的梦想。正所谓难以实现才叫梦想，但是我们发现身边依旧有着这样一些“梦想实现者”。他们是如何做到的呢？\n为什么是十倍？\n“十倍”（Tenbagger）是美国投资大师","content":"<p>挖掘出十倍的投资标的，无疑是所有投资者的梦想。正所谓难以实现才叫梦想，但是我们发现身边依旧有着这样一些“梦想实现者”。他们是如何做到的呢？</p>\n<p><b>为什么是十倍？</b></p>\n<p>“十倍”（Tenbagger）是美国投资大师彼得·林奇在其自传《One Up On Wall Street》中提及的词汇。</p>\n<p>大概意思是指企业经过长期发展，在营收与利润增长的支持下，股价能够上涨10倍的股票。</p>\n<p>彼得·林奇在自传中曾写道：<b>寻找十倍股最佳的方式就是从身边找起，在那里找不到，就去购物中心里去找，而他早期与十倍股结缘，也正是从“身边”开始的。</b></p>\n<p>彼得·林奇有一次发现自己的三个女儿都在使用来自一家名叫美体小铺（The body Shop）公司的化妆品。The body Shop 虽然是一个美妆品牌，但它在欧美地区的大多数连锁店，都是开在街角等较为显眼的地方，而不仅仅是在商场里。</p>\n<p>彼得·林奇研究发现，这家公司的产品相对标准化，价格亲民，客户覆盖的年龄段相当宽泛。通过增加特许连锁店的方式进行扩张，而且一开始就进行跨国经营，市场扩张能力很强。</p>\n<p>彼得·林奇把握住了这一机会，The body Shop 在英国上市后，股价节节攀升，最终成为名副其实的Tenbagger（十倍股）。</p>\n<p><b>公募基金市场中的Tenbagger</b></p>\n<p>Tenbagger后来也被延用到了基金圈，意指基金净值较发行时增长十倍及以上的基金，截至到2021年6月25日，国内公募基金共有56只十倍基。（数据来源：银河证券，截至2021/6/25）</p>\n<p>这些基金都经历过怎样的市场，又都有什么共同的特点呢？</p>\n<p><b>出生——大部分生于2006年及之前</b></p>\n<p>在56只基金中，除了2只基金，其余54只基金均成立于2006年及之前，经历过2006年-2007年的大牛市，也经历过2008年市场下跌，历经数度牛熊转换，截至2021年6月25日，平均成立时间16.6年。（数据来源：银河证券，截至2021/6/25）</p>\n<p><b>可见，好的投资，确实需要时间的见证。</b></p>\n<p>十倍基成立时间及对应指数点位</p>\n<p><img src=\"https://static.tigerbbs.com/2287c6895d9a9cc1d15c36637e290d10\" tg-width=\"1000\" tg-height=\"407\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：银河证券，截至2021/6/25，柱状图代表在当年成立的十倍基数量，折线图代表沪指，左侧轴为相对应指数点位，右侧为基金成立数量。历史业绩不代表未来，基金投资需谨慎。</p>\n<p><b>成长——不总是“班上”前几名</b></p>\n<p>在十倍基的成长过程中，我们发现，它们很少能连续在单一年度业绩排在同类前几名，其中重要的原因之一是，这些基金较少会追求短期热点而放弃长期坚持的投资策略和风格。</p>\n<p>在56只十倍基中，仅有7只基金曾获得过同类别冠军（2007年-2020年），有13只基金未进入过单一年度同类前10，鲜有基金能连续两年排进同类前10。（数据来源：银河证券，截至2021/6/25）</p>\n<p>我们罗列了排在前几位的十倍基每年的“成绩单”，这些基金在短期内无法总在前1/4，但在时间的作用下价值凸显。</p>\n<p>部分十倍基“成绩单”</p>\n<p><img src=\"https://static.tigerbbs.com/971280df3e4665bafe1a50e179559917\" tg-width=\"1000\" tg-height=\"506\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：银河证券，截至2021/6/25。历史业绩不代表未来，基金投资需谨慎。</p>\n<p><b>成人——解决“难题”是必修课</b></p>\n<p>A股市场牛短熊长，十倍基往往都经历过数个熊市，而难题也是它们的必修课。</p>\n<p>我们选取了A股市场中几个较为典型的单边下行市场，十倍基在这些市场中的平均跌幅均低于上证指数及偏股基金指数。</p>\n<p>十倍基单边下行市场表现情况</p>\n<p><img src=\"https://static.tigerbbs.com/7eb0ab7b7db6441e489079d3818e347c\" tg-width=\"1000\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>数据来源：wind，银河证券，截至2021/6/25</p>\n<p>尽管这是一种“上帝视角”的探究方式，但这些基金在单边下行市场中的表现，还是给了我们一定的启发。</p>\n<p>其中很重要的一条是，<b>“先求不败，再求胜”，而老练的投资者熟知，下跌50%，需要约100%的涨幅才能回到原点</b>。</p>\n<p>不仅如此，在十倍基的定期报告中我们发现，在市场较热时期，大部分的十倍基金对市场都有一定的防守倾向，2007年一季报中，上述基金中多只基金的报告中提到“提高组合防御性”；2015年部分十倍基金报告中提及“降低持股集中度”等。</p>\n<p><b>所以，十倍基不仅仅是靠着“容易”市场中的上涨，还靠着在面对难“试卷”的时候，也不会表现得太差。</b></p>\n<p><b>成功 —— “家世”与“贵人”的加成</b></p>\n<p>探究十倍基，基金公司及基金经理扮演着重要的角色。</p>\n<p>十倍基的家世，多数都拥有扎实的投研实力，这是支撑基金长期业绩优异的基础之一。</p>\n<p><b>从基金经理来看，好的基金经理可谓是十倍基的“贵人”。</b></p>\n<p>华宝证券曾制作基金经理四象限图，刻画基金经理的行业配置及投资理念。</p>\n<p>整体来看，十倍基基金经理在左侧象限较多，即行业分散或集中、行业少切换。行业均衡分散+行业少切换可以尽可能控制组合的风险；行业集中配置+行业少切换的基金经理通常较为坚定看好某一优质赛道并长期持有。</p>\n<p><img src=\"https://static.tigerbbs.com/b85062db9868a316890ff75fbab0ea3b\" tg-width=\"524\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p>资料来源：华宝证券</p>\n<p>当然，在选择十倍基的时候，也要注意分析现任基金经理的在管时间和相关业绩表现，选择更符合自己风险收益偏好的产品。</p>\n<p><b>谁在守护“十倍基”？</b></p>\n<p><b>实际上，一只基金经历的成长、成人以及过程中的“困难时期”，持有人也一样会经历，而能陪伴基金一年者甚多，但十年者甚少。</b></p>\n<p><b>长期投资的理念是要做时间的朋友，‘我能想到最浪漫的事就是和你一起慢慢变老’。</b></p>\n<p><b>——李先生 持有基金17年</b></p>\n<p><b>最长期的基金投资不止10年，最开始是用小孩的压岁钱买的。相信投资的长期力量，会一直坚持。</b></p>\n<p><b>——韩女士 持有基金13年</b></p>\n<p><b>我有可能是唯一一个从发行到现在只买不卖的人。</b></p>\n<p><b>—— “寻找趋势百万持有人”活动留言</b></p>\n<p><b>只有经过时间的积累和努力才有收获质变的可能，一起成长，共同前行。</b></p>\n<p><b>—— 讨论区基民</b></p>\n<p>投资人记事曾做过相关研究，从基金定期报告中，找到十倍基的持有者，他们的特点是，敢于在市场恐慌的时候买入，并比多数投资者更有耐心，有人说，也许他“遗忘”了自己的持仓，但这种“遗忘”，也从另一个侧面成为了十倍基的坚定守护者。</p>\n<p><b>最后，合理的预期是投资和陪伴的前提。投资之路，既要比拼实力，也要比拼耐力，如果是一只优质的基金，不妨多给它一些时间，让价值沉淀。</b></p>","source":"lsy1619314504794","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>十倍基的“秘密”，基民如何才能真正赚到钱？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n十倍基的“秘密”，基民如何才能真正赚到钱？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 14:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/yZkwS_Je07rH8a47gyUlEA><strong> 兴证全球基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>挖掘出十倍的投资标的，无疑是所有投资者的梦想。正所谓难以实现才叫梦想，但是我们发现身边依旧有着这样一些“梦想实现者”。他们是如何做到的呢？\n为什么是十倍？\n“十倍”（Tenbagger）是美国投资大师彼得·林奇在其自传《One Up On Wall Street》中提及的词汇。\n大概意思是指企业经过长期发展，在营收与利润增长的支持下，股价能够上涨10倍的股票。\n彼得·林奇在自传中曾写道：寻找十倍股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yZkwS_Je07rH8a47gyUlEA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/yZkwS_Je07rH8a47gyUlEA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194494092","content_text":"挖掘出十倍的投资标的，无疑是所有投资者的梦想。正所谓难以实现才叫梦想，但是我们发现身边依旧有着这样一些“梦想实现者”。他们是如何做到的呢？\n为什么是十倍？\n“十倍”（Tenbagger）是美国投资大师彼得·林奇在其自传《One Up On Wall Street》中提及的词汇。\n大概意思是指企业经过长期发展，在营收与利润增长的支持下，股价能够上涨10倍的股票。\n彼得·林奇在自传中曾写道：寻找十倍股最佳的方式就是从身边找起，在那里找不到，就去购物中心里去找，而他早期与十倍股结缘，也正是从“身边”开始的。\n彼得·林奇有一次发现自己的三个女儿都在使用来自一家名叫美体小铺（The body Shop）公司的化妆品。The body Shop 虽然是一个美妆品牌，但它在欧美地区的大多数连锁店，都是开在街角等较为显眼的地方，而不仅仅是在商场里。\n彼得·林奇研究发现，这家公司的产品相对标准化，价格亲民，客户覆盖的年龄段相当宽泛。通过增加特许连锁店的方式进行扩张，而且一开始就进行跨国经营，市场扩张能力很强。\n彼得·林奇把握住了这一机会，The body Shop 在英国上市后，股价节节攀升，最终成为名副其实的Tenbagger（十倍股）。\n公募基金市场中的Tenbagger\nTenbagger后来也被延用到了基金圈，意指基金净值较发行时增长十倍及以上的基金，截至到2021年6月25日，国内公募基金共有56只十倍基。（数据来源：银河证券，截至2021/6/25）\n这些基金都经历过怎样的市场，又都有什么共同的特点呢？\n出生——大部分生于2006年及之前\n在56只基金中，除了2只基金，其余54只基金均成立于2006年及之前，经历过2006年-2007年的大牛市，也经历过2008年市场下跌，历经数度牛熊转换，截至2021年6月25日，平均成立时间16.6年。（数据来源：银河证券，截至2021/6/25）\n可见，好的投资，确实需要时间的见证。\n十倍基成立时间及对应指数点位\n\n数据来源：银河证券，截至2021/6/25，柱状图代表在当年成立的十倍基数量，折线图代表沪指，左侧轴为相对应指数点位，右侧为基金成立数量。历史业绩不代表未来，基金投资需谨慎。\n成长——不总是“班上”前几名\n在十倍基的成长过程中，我们发现，它们很少能连续在单一年度业绩排在同类前几名，其中重要的原因之一是，这些基金较少会追求短期热点而放弃长期坚持的投资策略和风格。\n在56只十倍基中，仅有7只基金曾获得过同类别冠军（2007年-2020年），有13只基金未进入过单一年度同类前10，鲜有基金能连续两年排进同类前10。（数据来源：银河证券，截至2021/6/25）\n我们罗列了排在前几位的十倍基每年的“成绩单”，这些基金在短期内无法总在前1/4，但在时间的作用下价值凸显。\n部分十倍基“成绩单”\n\n数据来源：银河证券，截至2021/6/25。历史业绩不代表未来，基金投资需谨慎。\n成人——解决“难题”是必修课\nA股市场牛短熊长，十倍基往往都经历过数个熊市，而难题也是它们的必修课。\n我们选取了A股市场中几个较为典型的单边下行市场，十倍基在这些市场中的平均跌幅均低于上证指数及偏股基金指数。\n十倍基单边下行市场表现情况\n\n数据来源：wind，银河证券，截至2021/6/25\n尽管这是一种“上帝视角”的探究方式，但这些基金在单边下行市场中的表现，还是给了我们一定的启发。\n其中很重要的一条是，“先求不败，再求胜”，而老练的投资者熟知，下跌50%，需要约100%的涨幅才能回到原点。\n不仅如此，在十倍基的定期报告中我们发现，在市场较热时期，大部分的十倍基金对市场都有一定的防守倾向，2007年一季报中，上述基金中多只基金的报告中提到“提高组合防御性”；2015年部分十倍基金报告中提及“降低持股集中度”等。\n所以，十倍基不仅仅是靠着“容易”市场中的上涨，还靠着在面对难“试卷”的时候，也不会表现得太差。\n成功 —— “家世”与“贵人”的加成\n探究十倍基，基金公司及基金经理扮演着重要的角色。\n十倍基的家世，多数都拥有扎实的投研实力，这是支撑基金长期业绩优异的基础之一。\n从基金经理来看，好的基金经理可谓是十倍基的“贵人”。\n华宝证券曾制作基金经理四象限图，刻画基金经理的行业配置及投资理念。\n整体来看，十倍基基金经理在左侧象限较多，即行业分散或集中、行业少切换。行业均衡分散+行业少切换可以尽可能控制组合的风险；行业集中配置+行业少切换的基金经理通常较为坚定看好某一优质赛道并长期持有。\n\n资料来源：华宝证券\n当然，在选择十倍基的时候，也要注意分析现任基金经理的在管时间和相关业绩表现，选择更符合自己风险收益偏好的产品。\n谁在守护“十倍基”？\n实际上，一只基金经历的成长、成人以及过程中的“困难时期”，持有人也一样会经历，而能陪伴基金一年者甚多，但十年者甚少。\n长期投资的理念是要做时间的朋友，‘我能想到最浪漫的事就是和你一起慢慢变老’。\n——李先生 持有基金17年\n最长期的基金投资不止10年，最开始是用小孩的压岁钱买的。相信投资的长期力量，会一直坚持。\n——韩女士 持有基金13年\n我有可能是唯一一个从发行到现在只买不卖的人。\n—— “寻找趋势百万持有人”活动留言\n只有经过时间的积累和努力才有收获质变的可能，一起成长，共同前行。\n—— 讨论区基民\n投资人记事曾做过相关研究，从基金定期报告中，找到十倍基的持有者，他们的特点是，敢于在市场恐慌的时候买入，并比多数投资者更有耐心，有人说，也许他“遗忘”了自己的持仓，但这种“遗忘”，也从另一个侧面成为了十倍基的坚定守护者。\n最后，合理的预期是投资和陪伴的前提。投资之路，既要比拼实力，也要比拼耐力，如果是一只优质的基金，不妨多给它一些时间，让价值沉淀。","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888627454,"gmtCreate":1631495042578,"gmtModify":1676530556505,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888627454","repostId":"1130981584","repostType":2,"repost":{"id":"1130981584","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631488430,"share":"https://ttm.financial/m/news/1130981584?lang=&edition=fundamental","pubTime":"2021-09-13 07:13","market":"sh","language":"zh","title":"前瞻：苹果新品发布会来袭！小鹏P5将于周三上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1130981584","media":"老虎资讯综合","summary":"事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。小鹏汽车官方宣布，小鹏P5将于9月15日上市。","content":"<p>摘要：</p>\n<blockquote>\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n</blockquote>\n<blockquote>\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n</blockquote>\n<blockquote>\n 财报方面：甲骨文、晶科能源等将公布财报。\n</blockquote>\n<blockquote>\n 新股方面：美股市场将迎来多只明星IPO。\n</blockquote>\n<p><b>周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报</b></p>\n<p><b>周一，华为将举行智慧办公新品发布会</b>，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。</p>\n<p>此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；<b>勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会</b>。</p>\n<p><b>财报方面，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>将公布财报。</b>华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。</p>\n<p><b>周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>经济数据方面，美国将公布8月CPI同比数据。</b>7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。</p>\n<p>根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。</p>\n<p><b>事件方面，</b>关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。</p>\n<p>财报方面，<a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a>将公布财报。</p>\n<p>IPO方面，<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。</p>\n<p><b>周三关键词：来港易正式推出、苹果新品发布会来袭</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。</p>\n<p><b>事件方面，来港易计划将于9月15日正式推出</b>，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。</p>\n<p>涉及个股：<a href=\"https://laohu8.com/S/00178\">莎莎国际</a>、<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>、<a href=\"https://laohu8.com/S/01212\">利福国际</a>等零售股，<a href=\"https://laohu8.com/S/01997\">九龙仓置业</a>、<a href=\"https://laohu8.com/S/00004\">九龙仓集团</a>、<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>、<a href=\"https://laohu8.com/S/01972\">太古地产</a>等地产股。</p>\n<p><b>苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动</b>。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。</p>\n<p>涉及个股：<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>、<a href=\"https://laohu8.com/S/01415\">高伟电子</a>、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>等。</p>\n<p><b>小鹏汽车官方宣布，小鹏P5将于9月15日上市。</b>P5是小鹏G3、P7之后的第三款量产车型。</p>\n<p><b>第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开</b>。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。</p>\n<p>据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。</p>\n<p>此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。</p>\n<p><b>财报方面，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>计划在9月15日周三开盘前发布财报</b>。分析师预计该公司本季度每股收益为0.23美元。</p>\n<p>晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。</p>\n<p>根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。</p>\n<p>值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。</p>\n<p>IPO方面，<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。</p>\n<p>财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。</p>\n<p><b>周四关键词：美国零售销售、初请</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。</p>\n<p>财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。</p>\n<p><b>周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">经济数据方面，<b>关注美国9月密歇根大学消费者信心指数，</b>市场预期为72，前值为70.3。</p>\n<p>事件方面，北京时间晚7点，<b>阿里巴巴召开年度股东大会。</b></p>\n<p>此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>前瞻：苹果新品发布会来袭！小鹏P5将于周三上市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n前瞻：苹果新品发布会来袭！小鹏P5将于周三上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-13 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>摘要：</p>\n<blockquote>\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n</blockquote>\n<blockquote>\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n</blockquote>\n<blockquote>\n 财报方面：甲骨文、晶科能源等将公布财报。\n</blockquote>\n<blockquote>\n 新股方面：美股市场将迎来多只明星IPO。\n</blockquote>\n<p><b>周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报</b></p>\n<p><b>周一，华为将举行智慧办公新品发布会</b>，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。</p>\n<p>此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；<b>勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会</b>。</p>\n<p><b>财报方面，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>将公布财报。</b>华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。</p>\n<p><b>周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO</b><img src=\"https://static.tigerbbs.com/db4ed9d6247431d0db34f87250bceea0\" tg-width=\"449\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><b>经济数据方面，美国将公布8月CPI同比数据。</b>7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。</p>\n<p>根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。</p>\n<p><b>事件方面，</b>关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。</p>\n<p>财报方面，<a href=\"https://laohu8.com/S/FCEL\">燃料电池能源</a>将公布财报。</p>\n<p>IPO方面，<a href=\"https://laohu8.com/S/SRAD\">Sportradar Group AG</a>是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。</p>\n<p><b>周三关键词：来港易正式推出、苹果新品发布会来袭</b><img src=\"https://static.tigerbbs.com/e06908ad4f84d40f0294c13e906e1578\" tg-width=\"539\" tg-height=\"212\" referrerpolicy=\"no-referrer\"></p>\n<p>经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。</p>\n<p><b>事件方面，来港易计划将于9月15日正式推出</b>，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。</p>\n<p>涉及个股：<a href=\"https://laohu8.com/S/00178\">莎莎国际</a>、<a href=\"https://laohu8.com/S/00116\">周生生</a>、<a href=\"https://laohu8.com/S/00590\">六福集团</a>、<a href=\"https://laohu8.com/S/01212\">利福国际</a>等零售股，<a href=\"https://laohu8.com/S/01997\">九龙仓置业</a>、<a href=\"https://laohu8.com/S/00004\">九龙仓集团</a>、<a href=\"https://laohu8.com/S/00016\">新鸿基地产</a>、<a href=\"https://laohu8.com/S/01972\">太古地产</a>等地产股。</p>\n<p><b>苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动</b>。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。</p>\n<p>涉及个股：<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>、<a href=\"https://laohu8.com/S/01415\">高伟电子</a>、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>等。</p>\n<p><b>小鹏汽车官方宣布，小鹏P5将于9月15日上市。</b>P5是小鹏G3、P7之后的第三款量产车型。</p>\n<p><b>第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开</b>。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。</p>\n<p>据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。</p>\n<p>此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。</p>\n<p><b>财报方面，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>计划在9月15日周三开盘前发布财报</b>。分析师预计该公司本季度每股收益为0.23美元。</p>\n<p>晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。</p>\n<p>根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。</p>\n<p>值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。</p>\n<p>IPO方面，<a href=\"https://laohu8.com/S/ONON\">On Holding AG</a>是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。</p>\n<p>财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。</p>\n<p><b>周四关键词：美国零售销售、初请</b><img src=\"https://static.tigerbbs.com/ad1ff496066f36e37b6c701459da0230\" tg-width=\"539\" tg-height=\"193\" referrerpolicy=\"no-referrer\">经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。</p>\n<p>财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。</p>\n<p><b>周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会</b><img src=\"https://static.tigerbbs.com/2697f5f523c70cb8281e4ad4f426467f\" tg-width=\"539\" tg-height=\"155\" referrerpolicy=\"no-referrer\">经济数据方面，<b>关注美国9月密歇根大学消费者信心指数，</b>市场预期为72，前值为70.3。</p>\n<p>事件方面，北京时间晚7点，<b>阿里巴巴召开年度股东大会。</b></p>\n<p>此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、<a href=\"https://laohu8.com/S/BNTX\">BioNTech</a>、<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c6a9864ff5cea57b22ba422497681e0","relate_stocks":{"HSCEI":"国企指数","HSI":"恒生指数",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","HSTECH":"恒生科技指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130981584","content_text":"摘要：\n\n 事件方面：苹果公司将举办秋季发布会，华为将举办智慧办公新品发布会，小鹏汽车将举行小鹏 P5 超级发布会等；来港易将于周三正式推出；以及中秋节期间，港股通、沪深股通暂停交易。\n\n\n 数据方面：美国将公布8月CPI、工业产出、零售销售等数据；中国将公布8月城镇调查失业率、房地产投资、社零消费等数据。\n\n\n 财报方面：甲骨文、晶科能源等将公布财报。\n\n\n 新股方面：美股市场将迎来多只明星IPO。\n\n周一关键词：华为举行智慧办公新品发布会、甲骨文发布最新财报\n周一，华为将举行智慧办公新品发布会，届时会有多款重磅产品发布，还包括发布一款14寸的大屏手机。\n此外，特斯拉在德国柏林附近的超级工厂因环境问题一直受阻，被当地的两大环境团体Grüne Liga Brandenburg和NABU投诉至德国勃兰登堡环境部；勃兰登堡环境部将在9月13日就特斯拉超级工厂建厂问题召开线上听证会。\n财报方面，甲骨文将公布财报。华尔街分析师预计，甲骨文每股收益为0.97美元，营收为97.8亿美元。相比之下，去年第四季度甲骨文的每股收益为0.93美元，营收为93.7亿美元。\n周二关键词：美国8月CPI同比、美国最大博彩数据提供商Sportradar美股IPO经济数据方面，美国将公布8月CPI同比数据。7月份美国CPI同比上升5.4%，升幅与6月持平。8月CPI能否延续7月份的温和增速，实现进一步放缓，野村和瑞银两家机构相继发布报告，一致认为8月通胀速度可能会继续下降，但是同时也指出存在一定的通胀风险。\n根据野村和瑞银的解释，二手车、酒店住宿和飞机票价格走低将是8月份CPI放缓的主要原因。由于前期半导体芯片短缺和海外工厂停工，美国本土新车供应出现短缺，消费者就转向了二手车市场，进一步导致二手车的需求走强，从而推高其价格。\n事件方面，关注美国证交会主席根斯勒将在参议院银行委员会作证。上个月，根斯勒曾致信参议员沃伦，要求获得更多权力来监管数字资产交易。此次听证会，预计他将会对金融科技、数字资产进行大量讨论。\n财报方面，燃料电池能源将公布财报。\nIPO方面，Sportradar Group AG是一家来自瑞士的线上博彩平台，其使命是通过其完全集成的技术和服务平台在全球范围内提高体育迷的参与度。财务方面，该公司2020年营收4.7亿美元，同比增6.4%；净利润1732万美元。每年平均增速只有大约10%，算不上非常亮眼的数字。但公司已处于盈利状态，不过市值60亿，又略显高估。\n周三关键词：来港易正式推出、苹果新品发布会来袭\n经济数据方面，中国将公布8月城镇调查失业率、房地产投资、社零消费总额同比变化等数据。\n事件方面，来港易计划将于9月15日正式推出，在中国内地居住，除中高风险区的非香港居民抵港均可豁免14天强制检疫隔离措施。林郑月娥透露，在来港易计划下，每日将于深圳湾口岸及港珠澳大桥口岸各推出1000人的配额，即每日内地来港配额人员有2000人。预计将吸引大陆游客到香港购物、旅游，对香港本地股尤其是零售股是积极提振。\n涉及个股：莎莎国际、周生生、六福集团、利福国际等零售股，九龙仓置业、九龙仓集团、新鸿基地产、太古地产等地产股。\n苹果将于北京时间9月15日凌晨1点在官网直播在线特别活动。按照惯例，该场特别活动将发布新款iPhone手机和Apple Watch等重要产品。根据目前的供应链爆料信息，本次发布会预计会推出iPhone13系列，Apple Watch Series7以及AirPods 3。而新发布的iPhone 13系列依旧拥有四款机型，分别为iPhone 13/mini、iPhone 13 Pro/Max，在产品矩阵上与上一代保持一致。\n涉及个股：舜宇光学科技、瑞声科技、高伟电子、比亚迪电子等。\n小鹏汽车官方宣布，小鹏P5将于9月15日上市。P5是小鹏G3、P7之后的第三款量产车型。\n第三届世界新能源汽车大会（WNEVC）将于2021年9月15-17日在海南国际会展中心召开。3天的活动包含20场会议论坛、技术展览及多场同期活动，预计将有1000多名全球新能源汽车领域政产学研高层云集海南。\n据悉，现场展示的新能源车辆以及品牌包括：长安CS55纯电动、奔奔E-Star国民版、逸动EV460；大众ID.家族；宝马iX3、宝马iX；上汽首款基于R-TECH打造的战略产品ES33、上汽名爵MG Cyberster、蔚来ES6和ES8等。\n此外，国家电网、中车时代电气(03898.HK)、纬湃科技、特来电(600089.SH)、精进电动等将展示最新的电池、充换电、电驱动和其他核心零部件及技术；展区设立芯片专区，英飞凌、德州仪器TI、黑芝麻智能、芯力能、苏州国芯、基本半导体将展示最新车规级芯片技术和产品。\n财报方面，晶科能源计划在9月15日周三开盘前发布财报。分析师预计该公司本季度每股收益为0.23美元。\n晶科太阳能最近一次发布财报是在6月24日周四。这家半导体公司当时公布的本季度每股收益为0.15美元，比分析师的普遍预期(-0.02美元)高出0.17美元。该公司当季营收为12.1亿美元，同样高出此前市场集体预期11.8亿美元。晶科能源的净利润率为0.43%，净资产收益率为2.98%。季度收入同比增长了1.1%。去年同期，该公司每股盈利0.65美元。分析师平均预计晶科能源本财年每股收益为1美元，下一财年每股收益则为3美元。\n根据MarketBeat的数据，晶科能源目前的共识评级为持有，目标价为34.75美元。\n值得一提的是，一家对冲基金最近增持了晶科能源的股票。根据富国银行向美国证券交易委员会(SEC)提交的最新13F表格，该行在第二季度大手增持晶科能源的股份375.1%。\nIPO方面，On Holding AG是高性能鞋制造商On Running的所有者，成立于 2010 年。On昂跑由铁人三项世界冠军Olivier Bernhard及其两位好友Caspar Coppetti、David Allemann一同创办。On Running鞋类品牌的投资者也中包括网球传奇人物罗杰-费德勒，费德勒在2019年成为公司股东，并参与设计去年推出的一款以他命名的鞋子。\n财务方面，On昂跑营收规模增速在体育运动公司中名列前茅，从2010年成立到2020 年，其营收复合年增长率为85%。公司2020 年营收为 4.253 亿瑞士法郎，同比增长 59.2%，净亏损为 2750 万瑞士法郎；截至 2021H1，营收为 3.155 亿瑞士法郎，净收入为380 万瑞士法郎。\n周四关键词：美国零售销售、初请经济数据方面，关注美国9月11日当周首次申请失业救济人数变动。\n财经事件方面，因中秋节假期，9月16-22日港股通将暂停交易。\n周五关键词：美国9月密歇根大学消费者信心指数、阿里巴巴年度股东大会经济数据方面，关注美国9月密歇根大学消费者信心指数，市场预期为72，前值为70.3。\n事件方面，北京时间晚7点，阿里巴巴召开年度股东大会。\n此外，美国食品药品监督管理局（FDA）疫苗和相关生物制品咨询委员会将于2021年9月17日召开会议，讨论关于额外注射新冠疫苗加强针的接种问题。会议将于美东时间上午8:30至下午3:45举行。九月初，Moderna也向FDA提交了新冠疫苗加强针的申请，略微落后于竞争对手辉瑞。此外，在美国，FDA已批准向免疫系统薄弱人士额外注射新冠疫苗加强针。涉及个股：辉瑞、BioNTech、Moderna、强生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9033289227,"gmtCreate":1646283798928,"gmtModify":1676534112868,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033289227","repostId":"1122473865","repostType":4,"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831673839,"gmtCreate":1629327273021,"gmtModify":1676530001318,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"！","listText":"！","text":"！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/831673839","repostId":"1163571348","repostType":4,"repost":{"id":"1163571348","pubTimestamp":1629294773,"share":"https://ttm.financial/m/news/1163571348?lang=&edition=fundamental","pubTime":"2021-08-18 21:52","market":"us","language":"zh","title":"4年11起车祸，涉76.5万辆车，特斯拉禁得起调查吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1163571348","media":"未来汽车Daily","summary":"还没能等到AI日带来的股价利好，特斯拉却因突然而来的监管调查。","content":"<p>作者 | 秦章勇</p>\n<p>还没能等到AI日带来的股价利好，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>却因突然而来的监管调查，遭遇暴击。</p>\n<p>8月16日，美国政府监管机构国家公路交通安全管理局(NHTSA)对特斯拉驾驶辅助系统（Autopilot）展开正式的安全调查。NHTSA表示，调查原因在于Autopilot“难以识别停放在路边的紧急车辆”。</p>\n<p>或受此影响，特斯拉股价当天下跌5%，8月17日继续下跌3%。截至发稿，特斯拉股价跌至665.71美元，本周以来特斯拉股价已经下跌了7%，市值蒸发379亿美元（约合人民币2458亿元）。</p>\n<p>Autopilot无疑是特斯拉引以为傲的核心竞争力，作为特斯拉的CEO，一直以来，被贴上“技术狂人”标签的马斯克都不遗余力地宣传特斯拉的Autopilot。</p>\n<p>今年4月，特斯拉发布了2021年第一季度的《车辆安全数据报告》，马斯克引用该报告数据并评论称，如今使用Autopilot的特斯拉发生事故的几率比一般车辆要低10倍。而另一边，接连发生的事故也将矛头指向了特斯拉自动驾驶或存在过度宣传的嫌疑。</p>\n<p>有意思的是，在特斯拉遭到调查后，一向看空特斯拉的浑水创始人卡森·布洛克（Carson Block）却突然“黑转粉”，称其永远不会再做空特斯拉或马斯克，他表示，“ 一定程度的吹嘘是必要的，甚至在生活中也是可取的 。”</p>\n<p><b>1</b></p>\n<p><b>特斯拉禁得起调查吗？</b></p>\n<p>对于此次调查，NHTSA表示，从2018年1月以来，该部门已确认了11起与特斯拉Autopilot或“交通感知巡航控制”（TACC）系统有关的车祸，涉及11起事故，共造成1人死亡和17人受伤。</p>\n<p>此外，NHTSA还表示，特斯拉的自动辅助驾驶系统也经常被司机们误用，包括酒后驾车乃至在高速公路上行驶时坐在后排座位上等。</p>\n<p>按计划，NHTSA将会调查特斯拉使用Autopilot操作时“用于监控、协助和强制驾驶员参与”驾驶的技术，同时评估车辆对识别障碍物的能力，并对事故周围环境进行调查。</p>\n<p>事实上，这不是特斯拉首次遭遇政府监管部门调查，和此前不同的是，此次涉及特斯拉车辆的规模达到76.5万辆，涵盖了2014年—2021年生产的Model 3、Model X、Model S和Model Y在内的全部车型。</p>\n<p>路透社报道称，在新的调查之后，NHTSA可以选择不采取任何行动，也可以要求召回。不过一旦召回，Autopilot的运行方式、时间和地点都有可能受到限制，这也意味着其数据采集以及AI学习能力的速度也将受到影响。</p>\n<p>“投资者开始关注这项调查的规模和范围，肯定会控制特斯拉在FSD方面的野蛮生长。”美国券商Wedbush分析师丹·艾夫斯（Dan Ives）表示，虽然短期之内特斯拉的市场需求不会受到影响，但随着传统车企的步步紧逼，对于特斯拉来说将会是一个“退步”。</p>\n<p><img src=\"https://static.tigerbbs.com/c5f22de3813b4e6984494ccb853a2ebe\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\">来源：特斯拉</p>\n<p>早在去年1月份，NHTSA就对特斯拉“失控加速”、“刹车失灵”等问题进行了调查。NHTSA表示，自2016年以来已经审查31起特斯拉车祸，其中不少事故怀疑车辆使用了驾驶辅助系统。2017年，NHTSA曾对4.3万辆特斯拉辅助驾驶功能进行调查，不过之后并未采取任何行动。</p>\n<p>南卡罗来纳大学法学教授布莱恩特·沃克·史密斯 (Bryant Walker Smith) 表示，事故已经说明了特斯拉Autopilot系统存在一些关键问题。</p>\n<p>之后无论是NHTSA发起的调查，还是美国国家运输安全委员会 (NTSB) 批评特斯拉对Autopilot缺乏系统保障，一切都指向特斯拉自动驾驶技术可能存在的问题。</p>\n<p>在软件定义汽车的趋势下，某种程度上，特斯拉之所以能够成为全球市值最高的车企，就在于其先进的自动驾驶能力。即便马斯克的“完全自动驾驶”目标不断跳票，但这并不影响特斯拉在自动驾驶领域领头羊的地位。</p>\n<p>不过2020年底，特斯拉发给加州机动车管理局的两封电子邮件，则直接戳破了特斯拉一直以来画下的L5级“大饼”。特斯拉承认FSD和Autopilot一样，都只是L2级自动辅助驾驶系统，同时表示FSD Beta版不适用完全无人驾驶。</p>\n<p>理想和现实的巨大差距也将特斯拉从神坛拽下。对于不少传统车企和新造车来说，具备L2级别的车型并不少，此前本田更是发布了具备L3水平的量产车型Legend。</p>\n<p><b>2</b></p>\n<p><b>车企CEO发声不应过度营销</b></p>\n<p>除了特斯拉，近期一位<a href=\"https://laohu8.com/S/NIO\">蔚来</a>车主在驾驶蔚来ES8汽车启用自动驾驶功能（NOP领航状态）后，发生交通事故罹难。虽然目前该案件仍未有最终定论，但蔚来也因此被推至风口浪尖。</p>\n<p>与此同时，人们对于自动驾驶安全性的质疑也冲击着整个<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车行业。</p>\n<p>一直以来，在智能汽车时代，自动驾驶功能都是各大车企宣传的重点。无论是发布会现场还是销售端，自动驾驶都是作为产品的核心卖点被推向受众。</p>\n<p>如今随着事故的发生，关于自动驾驶的界定和宣传也引起了业内的新一轮讨论。</p>\n<p>“呼吁媒体和行业机构统一自动驾驶的中文名词的标准。一个多余的中文字也不要有，避免夸张的宣传造成用户使用的误解。”<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想在朋友圈发文表示，要在推广上克制，在技术上投入，对用户、行业、企业都长期有利。</p>\n<p>领投哪吒汽车D轮融资的360董事长周鸿祎也随即转发表示赞同。在周鸿祎看来，人工智能不是营销话术，自动驾驶无人驾驶还有很多路要走很多坑要填，不能为了营销误导用户。</p>\n<p>爱驰汽车创始人付强以及威马汽车CEO沈晖相继对车辆辅助驾驶功能发布看法，付强认为目前量产车型没有一款是自动驾驶车型，但汽车智能化的趋势不可逆，这需要全行业的共识和努力。</p>\n<p>事实上，作为自动驾驶领域的先行者，特斯拉也一直被质疑过度宣传期自动驾驶功能。去年7月，德国慕尼黑法院判定特斯拉在德国的广告宣传误导消费者，令其今后不得再声称或暗示车辆具备自动驾驶功能。</p>\n<p>在该案件中，法院认为特斯拉不断宣传自动驾驶后，会让普通消费者认为车辆可以在没有人为干预的情况下自主行驶。但现实是，目前特斯拉的自动驾驶辅助功能显然达不到该标准。</p>\n<p>“目前最大的问题是消费者对自动驾驶出现风险的意识不足，在自动驾驶尚未完全成熟下，过度信赖自动驾驶是有风险的。”乘联会秘书长崔东树表示，企业有责任告知消费者，自动驾驶尚未替代人工驾驶，驾驶员必须随时接管车辆控制权。</p>","source":"lsy1578367390233","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4年11起车祸，涉76.5万辆车，特斯拉禁得起调查吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 21:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/S_x4edFdlIGQ-LborDgkTA><strong>未来汽车Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 秦章勇\n还没能等到AI日带来的股价利好，特斯拉却因突然而来的监管调查，遭遇暴击。\n8月16日，美国政府监管机构国家公路交通安全管理局(NHTSA)对特斯拉驾驶辅助系统（Autopilot）展开正式的安全调查。NHTSA表示，调查原因在于Autopilot“难以识别停放在路边的紧急车辆”。\n或受此影响，特斯拉股价当天下跌5%，8月17日继续下跌3%。截至发稿，特斯拉股价跌至665.71美元...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/S_x4edFdlIGQ-LborDgkTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/88b7b4d75853d28dbe5a7a7af0fa2f31","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/S_x4edFdlIGQ-LborDgkTA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163571348","content_text":"作者 | 秦章勇\n还没能等到AI日带来的股价利好，特斯拉却因突然而来的监管调查，遭遇暴击。\n8月16日，美国政府监管机构国家公路交通安全管理局(NHTSA)对特斯拉驾驶辅助系统（Autopilot）展开正式的安全调查。NHTSA表示，调查原因在于Autopilot“难以识别停放在路边的紧急车辆”。\n或受此影响，特斯拉股价当天下跌5%，8月17日继续下跌3%。截至发稿，特斯拉股价跌至665.71美元，本周以来特斯拉股价已经下跌了7%，市值蒸发379亿美元（约合人民币2458亿元）。\nAutopilot无疑是特斯拉引以为傲的核心竞争力，作为特斯拉的CEO，一直以来，被贴上“技术狂人”标签的马斯克都不遗余力地宣传特斯拉的Autopilot。\n今年4月，特斯拉发布了2021年第一季度的《车辆安全数据报告》，马斯克引用该报告数据并评论称，如今使用Autopilot的特斯拉发生事故的几率比一般车辆要低10倍。而另一边，接连发生的事故也将矛头指向了特斯拉自动驾驶或存在过度宣传的嫌疑。\n有意思的是，在特斯拉遭到调查后，一向看空特斯拉的浑水创始人卡森·布洛克（Carson Block）却突然“黑转粉”，称其永远不会再做空特斯拉或马斯克，他表示，“ 一定程度的吹嘘是必要的，甚至在生活中也是可取的 。”\n1\n特斯拉禁得起调查吗？\n对于此次调查，NHTSA表示，从2018年1月以来，该部门已确认了11起与特斯拉Autopilot或“交通感知巡航控制”（TACC）系统有关的车祸，涉及11起事故，共造成1人死亡和17人受伤。\n此外，NHTSA还表示，特斯拉的自动辅助驾驶系统也经常被司机们误用，包括酒后驾车乃至在高速公路上行驶时坐在后排座位上等。\n按计划，NHTSA将会调查特斯拉使用Autopilot操作时“用于监控、协助和强制驾驶员参与”驾驶的技术，同时评估车辆对识别障碍物的能力，并对事故周围环境进行调查。\n事实上，这不是特斯拉首次遭遇政府监管部门调查，和此前不同的是，此次涉及特斯拉车辆的规模达到76.5万辆，涵盖了2014年—2021年生产的Model 3、Model X、Model S和Model Y在内的全部车型。\n路透社报道称，在新的调查之后，NHTSA可以选择不采取任何行动，也可以要求召回。不过一旦召回，Autopilot的运行方式、时间和地点都有可能受到限制，这也意味着其数据采集以及AI学习能力的速度也将受到影响。\n“投资者开始关注这项调查的规模和范围，肯定会控制特斯拉在FSD方面的野蛮生长。”美国券商Wedbush分析师丹·艾夫斯（Dan Ives）表示，虽然短期之内特斯拉的市场需求不会受到影响，但随着传统车企的步步紧逼，对于特斯拉来说将会是一个“退步”。\n来源：特斯拉\n早在去年1月份，NHTSA就对特斯拉“失控加速”、“刹车失灵”等问题进行了调查。NHTSA表示，自2016年以来已经审查31起特斯拉车祸，其中不少事故怀疑车辆使用了驾驶辅助系统。2017年，NHTSA曾对4.3万辆特斯拉辅助驾驶功能进行调查，不过之后并未采取任何行动。\n南卡罗来纳大学法学教授布莱恩特·沃克·史密斯 (Bryant Walker Smith) 表示，事故已经说明了特斯拉Autopilot系统存在一些关键问题。\n之后无论是NHTSA发起的调查，还是美国国家运输安全委员会 (NTSB) 批评特斯拉对Autopilot缺乏系统保障，一切都指向特斯拉自动驾驶技术可能存在的问题。\n在软件定义汽车的趋势下，某种程度上，特斯拉之所以能够成为全球市值最高的车企，就在于其先进的自动驾驶能力。即便马斯克的“完全自动驾驶”目标不断跳票，但这并不影响特斯拉在自动驾驶领域领头羊的地位。\n不过2020年底，特斯拉发给加州机动车管理局的两封电子邮件，则直接戳破了特斯拉一直以来画下的L5级“大饼”。特斯拉承认FSD和Autopilot一样，都只是L2级自动辅助驾驶系统，同时表示FSD Beta版不适用完全无人驾驶。\n理想和现实的巨大差距也将特斯拉从神坛拽下。对于不少传统车企和新造车来说，具备L2级别的车型并不少，此前本田更是发布了具备L3水平的量产车型Legend。\n2\n车企CEO发声不应过度营销\n除了特斯拉，近期一位蔚来车主在驾驶蔚来ES8汽车启用自动驾驶功能（NOP领航状态）后，发生交通事故罹难。虽然目前该案件仍未有最终定论，但蔚来也因此被推至风口浪尖。\n与此同时，人们对于自动驾驶安全性的质疑也冲击着整个智能汽车行业。\n一直以来，在智能汽车时代，自动驾驶功能都是各大车企宣传的重点。无论是发布会现场还是销售端，自动驾驶都是作为产品的核心卖点被推向受众。\n如今随着事故的发生，关于自动驾驶的界定和宣传也引起了业内的新一轮讨论。\n“呼吁媒体和行业机构统一自动驾驶的中文名词的标准。一个多余的中文字也不要有，避免夸张的宣传造成用户使用的误解。”理想汽车CEO李想在朋友圈发文表示，要在推广上克制，在技术上投入，对用户、行业、企业都长期有利。\n领投哪吒汽车D轮融资的360董事长周鸿祎也随即转发表示赞同。在周鸿祎看来，人工智能不是营销话术，自动驾驶无人驾驶还有很多路要走很多坑要填，不能为了营销误导用户。\n爱驰汽车创始人付强以及威马汽车CEO沈晖相继对车辆辅助驾驶功能发布看法，付强认为目前量产车型没有一款是自动驾驶车型，但汽车智能化的趋势不可逆，这需要全行业的共识和努力。\n事实上，作为自动驾驶领域的先行者，特斯拉也一直被质疑过度宣传期自动驾驶功能。去年7月，德国慕尼黑法院判定特斯拉在德国的广告宣传误导消费者，令其今后不得再声称或暗示车辆具备自动驾驶功能。\n在该案件中，法院认为特斯拉不断宣传自动驾驶后，会让普通消费者认为车辆可以在没有人为干预的情况下自主行驶。但现实是，目前特斯拉的自动驾驶辅助功能显然达不到该标准。\n“目前最大的问题是消费者对自动驾驶出现风险的意识不足，在自动驾驶尚未完全成熟下，过度信赖自动驾驶是有风险的。”乘联会秘书长崔东树表示，企业有责任告知消费者，自动驾驶尚未替代人工驾驶，驾驶员必须随时接管车辆控制权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801870139,"gmtCreate":1627512561421,"gmtModify":1703491240398,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/801870139","repostId":"2154294044","repostType":2,"repost":{"id":"2154294044","pubTimestamp":1627462339,"share":"https://ttm.financial/m/news/2154294044?lang=&edition=fundamental","pubTime":"2021-07-28 16:52","market":"us","language":"zh","title":"TrendForce公布全球五大基站设备商：华为、爱立信、诺基亚前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2154294044","media":"快科技","summary":"7月27日，根据TrendForce集邦咨询研究显示，2021年中国与欧洲电信设备商仍占据全球逾70%市占率，前三大业者分别为中国华为30%、瑞典爱立信23%、芬兰诺基亚20%。尽管华为持续被美国禁用，其市占仍称霸全球，主要原因是凭借其价格的优势，以及中国庞大内需市场的支撑。根据TrendForce研究数据指出，截至2020年底，中国5G网络用户已逾1.6亿个，约占全球5G用户总数89%。","content":"<html><body><article><p>7月27日，根据TrendForce集邦咨询研究显示，2021年中国与欧洲电信设备商仍占据全球逾70%市占率，<strong>前三大业者分别为中国华为（Huawei）30%、瑞典<a href=\"https://laohu8.com/S/ERIC\">爱立信</a>（Ericsson）23%、芬兰<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>（Nokia）20%。</strong></p><p>尽管华为持续被美国禁用，其市占仍称霸全球，主要原因是凭借其价格的优势，以及中国庞大内需市场的支撑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210728165909088d246gga9faqxcxa\"/><p>值得一提的是，<strong><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>今年市占提升至12.5%，全球排名第四，</strong>不仅向韩国三大运营商提供基站建置，同时与美国运营商AT&amp;T、Sprint、Verizon合作，更与日本运营商NTT DoCoMo签署基站供应协议。</p><p>中兴排名第五，市占率只有3.5%，与华为相差甚远。</p><p>根据TrendForce研究数据指出，截至2020年底，中国5G网络用户已逾1.6亿个，约占全球5G用户总数89%。</p><p>至2021年7月，中国三大运营商<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/600050\">中国联通</a>、<a href=\"https://laohu8.com/S/CHA\">中国电信</a>已于中国建设91.6万个5G基站，合计占全球70%，足以显现中国市场可观程度，也成为支撑华为移动通讯基站近两年市占表现的关键。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210728165910605d246gz40djist0u\"/><p>- THE END -</p><p>转载请注明出处：快科技</p><p>#华为#中兴#基站</p><p>责任编辑：朝晖</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TrendForce公布全球五大基站设备商：华为、爱立信、诺基亚前三</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrendForce公布全球五大基站设备商：华为、爱立信、诺基亚前三\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 16:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281659117c264717&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月27日，根据TrendForce集邦咨询研究显示，2021年中国与欧洲电信设备商仍占据全球逾70%市占率，前三大业者分别为中国华为（Huawei）30%、瑞典爱立信（Ericsson）23%、芬兰诺基亚（Nokia）20%。尽管华为持续被美国禁用，其市占仍称霸全球，主要原因是凭借其价格的优势，以及中国庞大内需市场的支撑。值得一提的是，三星今年市占提升至12.5%，全球排名第四，不仅向韩国三大...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281659117c264717&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7265a90bb3065920567e79d1fb73485","relate_stocks":{"NOK":"诺基亚","0HAF.UK":"诺基亚","ERIC":"爱立信"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107281659117c264717&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154294044","content_text":"7月27日，根据TrendForce集邦咨询研究显示，2021年中国与欧洲电信设备商仍占据全球逾70%市占率，前三大业者分别为中国华为（Huawei）30%、瑞典爱立信（Ericsson）23%、芬兰诺基亚（Nokia）20%。尽管华为持续被美国禁用，其市占仍称霸全球，主要原因是凭借其价格的优势，以及中国庞大内需市场的支撑。值得一提的是，三星今年市占提升至12.5%，全球排名第四，不仅向韩国三大运营商提供基站建置，同时与美国运营商AT&T、Sprint、Verizon合作，更与日本运营商NTT DoCoMo签署基站供应协议。中兴排名第五，市占率只有3.5%，与华为相差甚远。根据TrendForce研究数据指出，截至2020年底，中国5G网络用户已逾1.6亿个，约占全球5G用户总数89%。至2021年7月，中国三大运营商中国移动、中国联通、中国电信已于中国建设91.6万个5G基站，合计占全球70%，足以显现中国市场可观程度，也成为支撑华为移动通讯基站近两年市占表现的关键。- THE END -转载请注明出处：快科技#华为#中兴#基站责任编辑：朝晖","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869106589,"gmtCreate":1632264918141,"gmtModify":1676530735899,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/869106589","repostId":"1190984755","repostType":4,"repost":{"id":"1190984755","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632236041,"share":"https://ttm.financial/m/news/1190984755?lang=&edition=fundamental","pubTime":"2021-09-21 22:54","market":"us","language":"zh","title":"美股三大指数全部转跌，油气股跌幅居前","url":"https://stock-news.laohu8.com/highlight/detail?id=1190984755","media":"老虎资讯综合","summary":"9月21日，美股高开低走，三大股指悉数转跌，油气股跌幅居前，卡伯特油气跌超3%，马拉松石油跌近2%。\n道指成分股中，陶氏化学跌超1.5%，卡特彼勒跌超1.4%，3M跌1.3%，高盛和思科跌0.8%，美","content":"<p>9月21日，美股高开低走，三大股指悉数转跌，油气股跌幅居前，<a href=\"https://laohu8.com/S/COG\">卡伯特油气</a>跌超3%，<a href=\"https://laohu8.com/S/MPC\">马拉松石油</a>跌近2%。</p>\n<p>道指成分股中，<a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>跌超1.5%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>跌超1.4%，<a href=\"https://laohu8.com/S/MMM\">3M</a>跌1.3%，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌0.8%，<a href=\"https://laohu8.com/S/AXP\">美国运通</a>涨幅收窄至1%</p>\n<p><img src=\"https://static.tigerbbs.com/4329e0a7172b5cd6f66f61b92f33dc37\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股三大指数全部转跌，油气股跌幅居前</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股三大指数全部转跌，油气股跌幅居前\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-21 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月21日，美股高开低走，三大股指悉数转跌，油气股跌幅居前，<a href=\"https://laohu8.com/S/COG\">卡伯特油气</a>跌超3%，<a href=\"https://laohu8.com/S/MPC\">马拉松石油</a>跌近2%。</p>\n<p>道指成分股中，<a href=\"https://laohu8.com/S/DOW\">陶氏化学</a>跌超1.5%，<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a>跌超1.4%，<a href=\"https://laohu8.com/S/MMM\">3M</a>跌1.3%，<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌0.8%，<a href=\"https://laohu8.com/S/AXP\">美国运通</a>涨幅收窄至1%</p>\n<p><img src=\"https://static.tigerbbs.com/4329e0a7172b5cd6f66f61b92f33dc37\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"GS":"高盛","CAT":"卡特彼勒","CSCO":"思科","MPC":"马拉松原油","MMM":"3M","AXP":"美国运通","DOW":"陶氏化学"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190984755","content_text":"9月21日，美股高开低走，三大股指悉数转跌，油气股跌幅居前，卡伯特油气跌超3%，马拉松石油跌近2%。\n道指成分股中，陶氏化学跌超1.5%，卡特彼勒跌超1.4%，3M跌1.3%，高盛和思科跌0.8%，美国运通涨幅收窄至1%","news_type":1},"isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892918287,"gmtCreate":1628633072049,"gmtModify":1676529800192,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/892918287","repostId":"1175670496","repostType":4,"repost":{"id":"1175670496","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628606465,"share":"https://ttm.financial/m/news/1175670496?lang=&edition=fundamental","pubTime":"2021-08-10 22:41","market":"other","language":"zh","title":"雷军：小米赠送首批用户1999元红包约3.7亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1175670496","media":"老虎资讯综合","summary":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消","content":"<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>雷军：小米赠送首批用户1999元红包约3.7亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军：小米赠送首批用户1999元红包约3.7亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-10 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n</blockquote>\n<p>8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。</p>\n<p>雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。</p>\n<p>他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175670496","content_text":"雷军：我们正式决定，向小米手机首批18.46万用户，每人赠送1999元红包。1999元红包，代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。\n\n8月10日晚间消息，在今日举行的2021雷军年度演讲暨小米秋季新品发布会上，小米发布了MIX4、小米平板5等多款新品。\n雷军透露，十年前小米1开售，1999元，18.46万台，3.7亿元，这是小米的第一笔收入。有了这一笔收入，小米才能滚动发展，才有了今天的世界500强和全球第二。\n他宣布，向小米手机1用户每人赠送1999元红包。“这代表了小米三万六千名员工感恩的心，我们会永远感恩所有帮助过我们的米粉朋友们和合作伙伴们。”雷军说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800656927,"gmtCreate":1627300476569,"gmtModify":1703487079340,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800656927","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","pubTimestamp":1627292512,"share":"https://ttm.financial/m/news/1151724613?lang=&edition=fundamental","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177067845,"gmtCreate":1627170303487,"gmtModify":1703484899422,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"Nio","listText":"Nio","text":"Nio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177067845","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072294177,"gmtCreate":1658034695899,"gmtModify":1676536096868,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072294177","repostId":"2252449186","repostType":4,"repost":{"id":"2252449186","pubTimestamp":1658034466,"share":"https://ttm.financial/m/news/2252449186?lang=&edition=fundamental","pubTime":"2022-07-17 13:07","market":"us","language":"zh","title":"拜登吃瘪，沙特吃花椒，赢麻了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2252449186","media":"华尔街见闻","summary":"沙特一方面受益于高油价，另方面也成为各国拉拢的对象。","content":"<html><head></head><body><h2><b>拜登吃了闭门羹</b></h2><p>在国际油价高企背景下，美国通胀失控，导致拜登政府支持率跌创新低，而随着中期选举的临近，拜登急需挽救低迷的支持率。在这样的背景下，拜登开启了中东之行。其中最为重要的就是劝说沙特增加原油产量。</p><p>其实在拜登与沙特领导会面之前，市场对沙特增产预期颇高，因此可以看到国际油价持续走弱。一方面，作为美国总统，通常意义而言，都亲自去谈了，说明前期的铺垫工作已经差不多了，就等签字了。</p><p>另方面，也是最重要的，拜登在以色列期间，对伊朗进行强硬表态，称美国不排除将使用武力作为针对伊朗的最后手段。而这也被市场普遍认为是向沙特伸出橄榄枝。比较沙特跟伊朗可谓是水火不容，为了阻止伊朗重回国际原油市场，沙特也没少“干活”。</p><p>但可谓希望越大，失望越大。与沙特王储会面后，美国总统乔·拜登立即表态，他预计沙特将在“未来几周”采取“进一步措施”增加石油供应。不过，沙特方面很快回应称“视需求而定”，一盆冷水给拜登浇了个透心凉。</p><h2><b>沙特：我只关心油价</b></h2><p>现在的国际原油市场由沙特、美国、俄罗斯的三国争霸，变成沙特、俄罗斯为首的OPEC+一家独大，最后由于俄罗斯存在退出风险，现在OPEC盟主沙特一家基本掌握了全球的原油的定价权。由于原油的消费属性强，其可以通过控制供给来调控供需的缺口。</p><p>另方面，同为原油大国，俄罗斯同沙特曾为竞争对手。但现在，俄罗斯同沙特都有强烈的意愿维持国际的高油价。</p><p>据报道7月14日，沙特今年二季度从俄罗斯进口64.7万吨石油，即每天4.8万桶，较去年同期翻倍。俄罗斯由于受到制裁，现在需要借道沙特出口原油。俄罗斯是否会真的退出国际原油市场是值得怀疑的。俄罗斯可以通过伊朗、印度等其他国家变相出口。而现在来看，沙特也加入到支持俄罗斯的行列。</p><p>所以，近期国际油价的调整，部分原因就在于市场对俄罗斯退出原油市场的预期修正。恐怕俄罗斯并未如想得一样，失去了出口能力。</p><p>现在国际原油市场，利益纠葛不断。欧洲、俄罗斯、伊朗、沙特、美国，都有自己都诉求，又都有自己的矛盾。利益多重交织。但现在来看，俄乌冲突使得，<b>沙特一方面受益于高油价，另方面也成为各国拉拢的对象。</b></p><h2><b>沙特为何不愿配合美国？油价跌太快</b></h2><p>作为拜登中东之行，沙特的突然强硬，有点出乎市场预料。但对于沙特而言，其也知道，自己的话语权来自于高油价。但现在，国际原油市场价格持续下跌，使得沙特不得不表态，力挺油价。</p><p>100美元恐怕是沙特的心理关口。如果在一百美元以上，沙特还是愿意谈合作的。</p><p>实际上，根据数据沙特和阿联酋的闲置产能接近300万桶/日，2022年6月OPEC产量增加，较上月增加23.4万桶/日至2872万桶/日，其中沙特产量为1058.5万桶/日，较上月增长15.9万桶/日。而根据拜登的表态，希望沙特能快速提升产量至1300万桶。这就意味着沙特要把闲置产能用光。</p><p>而现在这个舆论环境，沙特其实也明白，<u>产量上去了后要再下来就很难了</u>。所以闲置产能一定要慢慢提。假如把闲置产能用光，以后恐怕一点话语权都没了。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拜登吃瘪，沙特吃花椒，赢麻了！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拜登吃瘪，沙特吃花椒，赢麻了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-17 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3664976><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拜登吃了闭门羹在国际油价高企背景下，美国通胀失控，导致拜登政府支持率跌创新低，而随着中期选举的临近，拜登急需挽救低迷的支持率。在这样的背景下，拜登开启了中东之行。其中最为重要的就是劝说沙特增加原油产量。其实在拜登与沙特领导会面之前，市场对沙特增产预期颇高，因此可以看到国际油价持续走弱。一方面，作为美国总统，通常意义而言，都亲自去谈了，说明前期的铺垫工作已经差不多了，就等签字了。另方面，也是最重要的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664976\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4882cdacea21e0a1e5bd338c863120b7","relate_stocks":{"USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF"},"source_url":"https://wallstreetcn.com/articles/3664976","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252449186","content_text":"拜登吃了闭门羹在国际油价高企背景下，美国通胀失控，导致拜登政府支持率跌创新低，而随着中期选举的临近，拜登急需挽救低迷的支持率。在这样的背景下，拜登开启了中东之行。其中最为重要的就是劝说沙特增加原油产量。其实在拜登与沙特领导会面之前，市场对沙特增产预期颇高，因此可以看到国际油价持续走弱。一方面，作为美国总统，通常意义而言，都亲自去谈了，说明前期的铺垫工作已经差不多了，就等签字了。另方面，也是最重要的，拜登在以色列期间，对伊朗进行强硬表态，称美国不排除将使用武力作为针对伊朗的最后手段。而这也被市场普遍认为是向沙特伸出橄榄枝。比较沙特跟伊朗可谓是水火不容，为了阻止伊朗重回国际原油市场，沙特也没少“干活”。但可谓希望越大，失望越大。与沙特王储会面后，美国总统乔·拜登立即表态，他预计沙特将在“未来几周”采取“进一步措施”增加石油供应。不过，沙特方面很快回应称“视需求而定”，一盆冷水给拜登浇了个透心凉。沙特：我只关心油价现在的国际原油市场由沙特、美国、俄罗斯的三国争霸，变成沙特、俄罗斯为首的OPEC+一家独大，最后由于俄罗斯存在退出风险，现在OPEC盟主沙特一家基本掌握了全球的原油的定价权。由于原油的消费属性强，其可以通过控制供给来调控供需的缺口。另方面，同为原油大国，俄罗斯同沙特曾为竞争对手。但现在，俄罗斯同沙特都有强烈的意愿维持国际的高油价。据报道7月14日，沙特今年二季度从俄罗斯进口64.7万吨石油，即每天4.8万桶，较去年同期翻倍。俄罗斯由于受到制裁，现在需要借道沙特出口原油。俄罗斯是否会真的退出国际原油市场是值得怀疑的。俄罗斯可以通过伊朗、印度等其他国家变相出口。而现在来看，沙特也加入到支持俄罗斯的行列。所以，近期国际油价的调整，部分原因就在于市场对俄罗斯退出原油市场的预期修正。恐怕俄罗斯并未如想得一样，失去了出口能力。现在国际原油市场，利益纠葛不断。欧洲、俄罗斯、伊朗、沙特、美国，都有自己都诉求，又都有自己的矛盾。利益多重交织。但现在来看，俄乌冲突使得，沙特一方面受益于高油价，另方面也成为各国拉拢的对象。沙特为何不愿配合美国？油价跌太快作为拜登中东之行，沙特的突然强硬，有点出乎市场预料。但对于沙特而言，其也知道，自己的话语权来自于高油价。但现在，国际原油市场价格持续下跌，使得沙特不得不表态，力挺油价。100美元恐怕是沙特的心理关口。如果在一百美元以上，沙特还是愿意谈合作的。实际上，根据数据沙特和阿联酋的闲置产能接近300万桶/日，2022年6月OPEC产量增加，较上月增加23.4万桶/日至2872万桶/日，其中沙特产量为1058.5万桶/日，较上月增长15.9万桶/日。而根据拜登的表态，希望沙特能快速提升产量至1300万桶。这就意味着沙特要把闲置产能用光。而现在这个舆论环境，沙特其实也明白，产量上去了后要再下来就很难了。所以闲置产能一定要慢慢提。假如把闲置产能用光，以后恐怕一点话语权都没了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880681621,"gmtCreate":1631055355563,"gmtModify":1676530451879,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/880681621","repostId":"1135671638","repostType":4,"repost":{"id":"1135671638","pubTimestamp":1631026269,"share":"https://ttm.financial/m/news/1135671638?lang=&edition=fundamental","pubTime":"2021-09-07 22:51","market":"us","language":"zh","title":"瑞幸咖啡涨超5%，公司称重组计划已完成多个阶段性目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1135671638","media":"新京报","summary":"9月7日，瑞幸咖啡盘中涨超5%，公司称重组计划已完成多个阶段性目标。\n重组计划正推进，已完成多个阶段性目标\n晚间，瑞幸咖啡发布联合临时清盘人向开曼群岛大法院的第三次报告显示，公司整体重组计划正有序推进","content":"<div>\n<p>9月7日，瑞幸咖啡盘中涨超5%，公司称重组计划已完成多个阶段性目标。\n重组计划正推进，已完成多个阶段性目标\n晚间，瑞幸咖啡发布联合临时清盘人向开曼群岛大法院的第三次报告显示，公司整体重组计划正有序推进，并已完成多个阶段性目标。瑞幸咖啡称，在现任管理层带领下，公司持续履行披露义务，已发布经审计的2019年年度财务报告，并将尽快发布2020年年度财务报告。\n根据报告，此前瑞幸咖啡已经与可转换债券的...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1710252501755192057&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n","source":"xjb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞幸咖啡涨超5%，公司称重组计划已完成多个阶段性目标</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞幸咖啡涨超5%，公司称重组计划已完成多个阶段性目标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://baijiahao.baidu.com/s?id=1710252501755192057&wfr=spider&for=pc><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月7日，瑞幸咖啡盘中涨超5%，公司称重组计划已完成多个阶段性目标。\n重组计划正推进，已完成多个阶段性目标\n晚间，瑞幸咖啡发布联合临时清盘人向开曼群岛大法院的第三次报告显示，公司整体重组计划正有序推进，并已完成多个阶段性目标。瑞幸咖啡称，在现任管理层带领下，公司持续履行披露义务，已发布经审计的2019年年度财务报告，并将尽快发布2020年年度财务报告。\n根据报告，此前瑞幸咖啡已经与可转换债券的...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1710252501755192057&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://baijiahao.baidu.com/s?id=1710252501755192057&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135671638","content_text":"9月7日，瑞幸咖啡盘中涨超5%，公司称重组计划已完成多个阶段性目标。\n重组计划正推进，已完成多个阶段性目标\n晚间，瑞幸咖啡发布联合临时清盘人向开曼群岛大法院的第三次报告显示，公司整体重组计划正有序推进，并已完成多个阶段性目标。瑞幸咖啡称，在现任管理层带领下，公司持续履行披露义务，已发布经审计的2019年年度财务报告，并将尽快发布2020年年度财务报告。\n根据报告，此前瑞幸咖啡已经与可转换债券的持有者签订“重组支持协议”(RSA)，获得公司股东新一轮融资，完成中国监管部门的审批程序以通过减资注册资本满足重组相关条件。同时根据该报告，联合临时清盘人和瑞幸咖啡正积极与代表曾持有及现持有美国存托股份（ADS）的投资者的海外诉讼律师沟通，以达成和解协议。\n本次发布的报告称，得益于交易用户数量增加及高附加值产品组合的进一步丰富，瑞幸咖啡营收及净利润均实现强劲增长，整体经营水平逐步提升。截至2021年6月30日，门店总数量达到5259家，其中自营门店4018家，联营门店1241家，累计消费用户已超过7500万，新推出的生椰系列产品6月单月销量超过1000万杯。截至2021年7月31日，瑞幸咖啡非限制性现金及现金等价物达到7.758亿美元。未来，瑞幸咖啡将继续推进重组计划，并实现业务持续稳健增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839602055,"gmtCreate":1629154685177,"gmtModify":1676529944904,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839602055","repostId":"1185034884","repostType":4,"repost":{"id":"1185034884","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629121553,"share":"https://ttm.financial/m/news/1185034884?lang=&edition=fundamental","pubTime":"2021-08-16 21:45","market":"us","language":"zh","title":"苹果股价盘中涨至150.59美元，续刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1185034884","media":"老虎资讯综合","summary":"周一，苹果盘中涨0.8%，报150.59美元，续刷历史新高。总市值逼近2.5万亿美元。\n\n距离新一次的苹果秋季新品发布会的时间（9月14日）只剩不到一个月了，即将发布的新设备有哪些值得期待的地方？\n苹","content":"<p>周一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘中涨0.8%，报150.59美元，续刷历史新高。总市值逼近2.5万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/663f7c52f7ea1f5443e817147b8dad56\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>距离新一次的苹果秋季新品发布会的时间（9月14日）只剩不到一个月了，即将发布的新设备有哪些值得期待的地方？</p>\n<p>苹果通常会对尚未发布的新设备实行严格保密计划，不过一般来说，随着新品发布会的临近，供应链等环节也传来更多消息，以下是华尔街见闻整理的市场传闻汇总。</p>\n<p>更小的刘海，更高刷的屏</p>\n<p><b>小刘海、A15、120Hz、1TB</b>，这些是新款iPhone的的关键词。</p>\n<p>iPhone 13将沿用刘海设计，但模组面积将大幅缩小。与此同时，iPhone 13系的Pro机型将采用120Hz高刷新率OLED屏幕，相比此前的60Hz刷新率提升了一倍。</p>\n<p>虽然苹果在ipad上早已用上120Hz，但在手机上却迟迟不采用高刷策略，相比安卓阵营显得落后许多。预计iPhone 13 Pro将刺激更多苹果老用户乃至安卓用户的换机需求。</p>\n<p><img src=\"https://static.tigerbbs.com/0492568eadb4137e9854d1cda81d489d\" tg-width=\"1240\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p>预计iPhone 13将在视频拍摄中将引入人像模式，并在相机中添加新的滤镜功能。</p>\n<p>此外，视频还将采用更高质量的录制格式——ProRes。</p>\n<p><img src=\"https://static.tigerbbs.com/4223117710296d494013d6ba42969df0\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p>更快的A15处理器、更好的相机，这都在预料之中。出乎意料的是将支持最大1TB的存储，只出手够阔绰，从此再也不担心手机容量不够用了。</p>\n<p>电池容量方面不会有显著提升，不过快充功率上估计会提升到25W。</p>\n<p>需要注意的是，<b>苹果可能不会再推出mini款iPhone，因为去年这一产品的销量实在差强人意。</b></p>\n<p>市场研究数据公司Counterpoint Intelligence Research Partners的数据显示，在截至2021年6月的第二季度，iPhone 12 Mini销量仅占iPhone 12系总销量的5%。</p>\n<p>另据市场研究公司Trendforce报告，苹果已停止了iPhone 12 mini的生产。所以苹果很有可能不再推出新的mini产品。</p>\n<p>更方的Apple Watch</p>\n<p>去年苹果为iPhone换上了更平的显示屏，以及更方正的外壳。</p>\n<p>预计即将发布的新款Apple Watch也将采用这一设计理念变得更方，以使其与手机的外形风格更为统一。</p>\n<p><img src=\"https://static.tigerbbs.com/86a0c14ec32d7d8439d92e74e1d2f116\" tg-width=\"640\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>除了外形的变化，苹果或为其手表加上新的传感器，例如检测用户的血糖指数。</p>\n<p>iPad mini换外形</p>\n<p>预计ipad mini 6将弃用延续多年大额头＋下巴＋指纹识别的设计，而采用和目前ipad Pro一样的全面屏和面容识别。</p>\n<p>更高的屏占比将令ipad mini 6在相同设备尺寸的情况下，拥有更大的屏幕显示面积。</p>\n<p><img src=\"https://static.tigerbbs.com/9bdf759b4c2858291d5dd10aabb1a58a\" tg-width=\"1718\" tg-height=\"966\" referrerpolicy=\"no-referrer\"></p>\n<p>不出意外的话，新款ipad将换上去年发布的A14处理器。至于iPad 9，预计还将沿用老模具，换上两年前发布的A13处理器。毕竟库存管理上，苹果做的一直十分出色，刀法拿捏精准。</p>\n<p>而对于新款MacBook产品，除了将升级新的M1芯片外，也极有可能采用mini LED技术，以获得更佳的显示效果。</p>\n<p>除了上述手持设别的升级外，苹果还将发布一款新的入门级AirPods，其外形更接近AirPods Pro。</p>\n<p><img src=\"https://static.tigerbbs.com/50fae9b461843d0a984dfdb18ad9533a\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果股价盘中涨至150.59美元，续刷历史新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价盘中涨至150.59美元，续刷历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-16 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘中涨0.8%，报150.59美元，续刷历史新高。总市值逼近2.5万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/663f7c52f7ea1f5443e817147b8dad56\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>距离新一次的苹果秋季新品发布会的时间（9月14日）只剩不到一个月了，即将发布的新设备有哪些值得期待的地方？</p>\n<p>苹果通常会对尚未发布的新设备实行严格保密计划，不过一般来说，随着新品发布会的临近，供应链等环节也传来更多消息，以下是华尔街见闻整理的市场传闻汇总。</p>\n<p>更小的刘海，更高刷的屏</p>\n<p><b>小刘海、A15、120Hz、1TB</b>，这些是新款iPhone的的关键词。</p>\n<p>iPhone 13将沿用刘海设计，但模组面积将大幅缩小。与此同时，iPhone 13系的Pro机型将采用120Hz高刷新率OLED屏幕，相比此前的60Hz刷新率提升了一倍。</p>\n<p>虽然苹果在ipad上早已用上120Hz，但在手机上却迟迟不采用高刷策略，相比安卓阵营显得落后许多。预计iPhone 13 Pro将刺激更多苹果老用户乃至安卓用户的换机需求。</p>\n<p><img src=\"https://static.tigerbbs.com/0492568eadb4137e9854d1cda81d489d\" tg-width=\"1240\" tg-height=\"800\" referrerpolicy=\"no-referrer\"></p>\n<p>预计iPhone 13将在视频拍摄中将引入人像模式，并在相机中添加新的滤镜功能。</p>\n<p>此外，视频还将采用更高质量的录制格式——ProRes。</p>\n<p><img src=\"https://static.tigerbbs.com/4223117710296d494013d6ba42969df0\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"></p>\n<p>更快的A15处理器、更好的相机，这都在预料之中。出乎意料的是将支持最大1TB的存储，只出手够阔绰，从此再也不担心手机容量不够用了。</p>\n<p>电池容量方面不会有显著提升，不过快充功率上估计会提升到25W。</p>\n<p>需要注意的是，<b>苹果可能不会再推出mini款iPhone，因为去年这一产品的销量实在差强人意。</b></p>\n<p>市场研究数据公司Counterpoint Intelligence Research Partners的数据显示，在截至2021年6月的第二季度，iPhone 12 Mini销量仅占iPhone 12系总销量的5%。</p>\n<p>另据市场研究公司Trendforce报告，苹果已停止了iPhone 12 mini的生产。所以苹果很有可能不再推出新的mini产品。</p>\n<p>更方的Apple Watch</p>\n<p>去年苹果为iPhone换上了更平的显示屏，以及更方正的外壳。</p>\n<p>预计即将发布的新款Apple Watch也将采用这一设计理念变得更方，以使其与手机的外形风格更为统一。</p>\n<p><img src=\"https://static.tigerbbs.com/86a0c14ec32d7d8439d92e74e1d2f116\" tg-width=\"640\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>除了外形的变化，苹果或为其手表加上新的传感器，例如检测用户的血糖指数。</p>\n<p>iPad mini换外形</p>\n<p>预计ipad mini 6将弃用延续多年大额头＋下巴＋指纹识别的设计，而采用和目前ipad Pro一样的全面屏和面容识别。</p>\n<p>更高的屏占比将令ipad mini 6在相同设备尺寸的情况下，拥有更大的屏幕显示面积。</p>\n<p><img src=\"https://static.tigerbbs.com/9bdf759b4c2858291d5dd10aabb1a58a\" tg-width=\"1718\" tg-height=\"966\" referrerpolicy=\"no-referrer\"></p>\n<p>不出意外的话，新款ipad将换上去年发布的A14处理器。至于iPad 9，预计还将沿用老模具，换上两年前发布的A13处理器。毕竟库存管理上，苹果做的一直十分出色，刀法拿捏精准。</p>\n<p>而对于新款MacBook产品，除了将升级新的M1芯片外，也极有可能采用mini LED技术，以获得更佳的显示效果。</p>\n<p>除了上述手持设别的升级外，苹果还将发布一款新的入门级AirPods，其外形更接近AirPods Pro。</p>\n<p><img src=\"https://static.tigerbbs.com/50fae9b461843d0a984dfdb18ad9533a\" tg-width=\"800\" tg-height=\"533\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/980522969e8f077e22524fe91f48fecd","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185034884","content_text":"周一，苹果盘中涨0.8%，报150.59美元，续刷历史新高。总市值逼近2.5万亿美元。\n\n距离新一次的苹果秋季新品发布会的时间（9月14日）只剩不到一个月了，即将发布的新设备有哪些值得期待的地方？\n苹果通常会对尚未发布的新设备实行严格保密计划，不过一般来说，随着新品发布会的临近，供应链等环节也传来更多消息，以下是华尔街见闻整理的市场传闻汇总。\n更小的刘海，更高刷的屏\n小刘海、A15、120Hz、1TB，这些是新款iPhone的的关键词。\niPhone 13将沿用刘海设计，但模组面积将大幅缩小。与此同时，iPhone 13系的Pro机型将采用120Hz高刷新率OLED屏幕，相比此前的60Hz刷新率提升了一倍。\n虽然苹果在ipad上早已用上120Hz，但在手机上却迟迟不采用高刷策略，相比安卓阵营显得落后许多。预计iPhone 13 Pro将刺激更多苹果老用户乃至安卓用户的换机需求。\n\n预计iPhone 13将在视频拍摄中将引入人像模式，并在相机中添加新的滤镜功能。\n此外，视频还将采用更高质量的录制格式——ProRes。\n\n更快的A15处理器、更好的相机，这都在预料之中。出乎意料的是将支持最大1TB的存储，只出手够阔绰，从此再也不担心手机容量不够用了。\n电池容量方面不会有显著提升，不过快充功率上估计会提升到25W。\n需要注意的是，苹果可能不会再推出mini款iPhone，因为去年这一产品的销量实在差强人意。\n市场研究数据公司Counterpoint Intelligence Research Partners的数据显示，在截至2021年6月的第二季度，iPhone 12 Mini销量仅占iPhone 12系总销量的5%。\n另据市场研究公司Trendforce报告，苹果已停止了iPhone 12 mini的生产。所以苹果很有可能不再推出新的mini产品。\n更方的Apple Watch\n去年苹果为iPhone换上了更平的显示屏，以及更方正的外壳。\n预计即将发布的新款Apple Watch也将采用这一设计理念变得更方，以使其与手机的外形风格更为统一。\n\n除了外形的变化，苹果或为其手表加上新的传感器，例如检测用户的血糖指数。\niPad mini换外形\n预计ipad mini 6将弃用延续多年大额头＋下巴＋指纹识别的设计，而采用和目前ipad Pro一样的全面屏和面容识别。\n更高的屏占比将令ipad mini 6在相同设备尺寸的情况下，拥有更大的屏幕显示面积。\n\n不出意外的话，新款ipad将换上去年发布的A14处理器。至于iPad 9，预计还将沿用老模具，换上两年前发布的A13处理器。毕竟库存管理上，苹果做的一直十分出色，刀法拿捏精准。\n而对于新款MacBook产品，除了将升级新的M1芯片外，也极有可能采用mini LED技术，以获得更佳的显示效果。\n除了上述手持设别的升级外，苹果还将发布一款新的入门级AirPods，其外形更接近AirPods Pro。","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897447393,"gmtCreate":1628981384712,"gmtModify":1676529901268,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"!","listText":"!","text":"!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897447393","repostId":"1168954704","repostType":4,"repost":{"id":"1168954704","pubTimestamp":1628942727,"share":"https://ttm.financial/m/news/1168954704?lang=&edition=fundamental","pubTime":"2021-08-14 20:05","market":"us","language":"zh","title":"警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪","url":"https://stock-news.laohu8.com/highlight/detail?id=1168954704","media":"济南公安","summary":"没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。","content":"<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：</p>\n<p><b>一、案件起因</b></p>\n<p>2021年7月26日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团王某文、胡某敏来济出差，入住市中区大观园<a href=\"https://laohu8.com/S/ATAT\">亚朵酒店</a>。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。</p>\n<p><b>二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况</b></p>\n<p>2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”</p>\n<p>接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。</p>\n<p>因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。</p>\n<p>经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。</p>\n<p>第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。</p>\n<p>第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。</p>\n<p>第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。</p>\n<p>第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。</p>\n<p><b>三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况</b></p>\n<p>8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。</p>\n<p>经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。</p>\n<p>7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。</p>\n<p><b>四、涉案相关情况调查</b></p>\n<p>1．关于周某是否被迫出差</p>\n<p>经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。</p>\n<p>2．关于周某是否被“灌酒”</p>\n<p>经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。</p>\n<p>案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。</p>\n<p>根据《中华人民共和国刑法》第237条规定，<b>犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。</b>目前，案件正在进一步侦办中。</p>\n<p>以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！</p>\n<p>济南市公安局槐荫区分局</p>\n<p>2021年8月14日</p>\n<p><img src=\"https://static.tigerbbs.com/e52a09ece556bba347781e42cf1d8e9a\" tg-width=\"641\" tg-height=\"5867\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1628943511315","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n警方通报阿里女员工被侵害案：两男子涉强制猥亵犯罪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru><strong>济南公安</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市...</p>\n\n<a href=\"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47f0c4e41eaea5c2a69074ff30233d7f","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://view.inews.qq.com/a/TWF2021081400563800?uid=&shareto&openwith=wxmessage&cv=0x2800093b&dt=2&lang=zh_CN&openid=o04IBACPA-iDVVwXrPbSaA0CsXMk&key=2948535dc679cbe8336fc1a28e7c83912afad1650bb7ccf69195528cce3706e1d0aa56553ac4d027c3122cb79c51d4ee20e2ab3b6bbb32206b6a5cab94c766ff4c7aa8c2432443487bc4722d66dd0d4cb9f2e654e4102d01cba05b148146b0642467860b8f7a22efd8fe43131f0abaac3c8a77b0d88d8f4e30bf1f4674711794&version=2800093b&devicetype=android-29&wuid=oDdoCt-7fz8cAWN1hhFct9YErWrQ&sharer=o04IBADwKf3FSX7-QfrD1SIQZKYQ&pass_ticket=O5r397y0gRxolj4aYr3zbKZ0fo66FjZ4vcVfj4w21KKZgONrFD0J3N5HiVzZGQru","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168954704","content_text":"近日，针对“阿里女员工被侵害”一案，公安机关在济南、杭州两地同步全面调查取证，依法开展讯问询问、调阅视频监控、固定提取电子数据、勘验检查等工作。现就调查情况通报如下：\n一、案件起因\n2021年7月26日，阿里巴巴集团王某文、胡某敏来济出差，入住市中区大观园亚朵酒店。27日，阿里巴巴集团周某（女）来济出差，入住槐荫区济南西站亚朵轻居酒店。同日，王某兵入住天桥区维也纳酒店。下午，一行4人到济南华联超市洽谈业务并成功签约。当晚，4人在市中区中海环宇城渔家灯火饭店宴请济南华联超市张某等4人。饭后，周某返回槐荫区济南西站亚朵轻居酒店。7月28日上午，周某认为自己可能在醉酒状态下被人侵害，与丈夫通话后于中午报警。\n二、关于犯罪嫌疑人王某文涉嫌强制猥亵犯罪的情况\n2021年7月28日12时34分，济南市公安局槐荫区分局张庄路派出所接110报警，报警人周某称：“昨天晚上喝醉酒了，我同事送我回来，第一次送我回来是两个同事一起，后面其中有个男同事自己单独折返进入我房间，那个时候我已经喝醉了，然后可能发生一些事情，我现在想去查这个酒店的监控，酒店这边说：‘不能看，涉及用户隐私。’我这边没办法看，我想问下怎么能看下录像，是不是可以说，警察的人来过后能看录像？目前我没有受伤。”\n接报警后，张庄路派出所第一时间处警，并于当日受理为刑事案件。值班民警到槐荫区济南西站亚朵轻居酒店后，调取查看监控录像，对房间进行勘查。经查实，周某系退房后报警，其入住房间已打扫。随后，民警立即带领周某前往山东省立医院进行人身检查。15时15分，公安机关电话通知周某举报的男同事王某文到派出所接受调查。\n因案情比较复杂，需多方取证调查，根据《公安机关执法细则》，7月29日，槐荫区分局将此案立案审查期限延长30日。8月10日，立为强制猥亵刑事案件。\n经查证，2021年7月27日晚至28日凌晨，王某文先后四次进入周某房间。\n第一次： 7月27日22时51分，王某文与济南华联超市陈某丽（女）打出租车送周某到达槐荫区济南西站亚朵轻居酒店。在酒店前台，因周某酒醉无法确认房间号码，王某文持周某身份证、房卡交服务员确认房间号码。22时53分，王某文和陈某丽一起把周某送进房间休息。22时58分，陈某丽离开后，王某文间隔15秒离开房间。\n第二次：陈、王两人下楼后，陈某丽打车回家。23时04分，王某文在酒店门口欲打车离开时，接到胡某敏电话告知，周某多次给其打电话说话含糊不清。胡某敏得知王某文仍在周某酒店楼下，让王某文去查看周某的情况。23时08分，王某文取消打车软件订单。23时16分，王某文返回酒店前台，持周某及本人身份证，经前台电话联系征得周某同意后，办理了周某房间的房卡，于23时23分进入周某房间。在房间内，王某文对周某实施了强制猥亵行为，23时33分王某文网上购买避孕套。23时43分王某文离开周某房间，此时避孕套并未送达。7月28日0时，快递员将避孕套送至酒店前台（上午10时许，王某文返回酒店前台将该避孕套取走并丢弃）。\n第三次：7月28日0时，王某文在酒店门口打车准备离开，接到身在杭州同事胡某鹏（女）微信视频电话告知，周某多次与其联系语焉不详，让王某文查看一下周某情况。王某文连接了视频通话于0时13分进入周某房间，向胡某鹏证实周某已入睡。0时21分，王某文离开周某房间。\n第四次：王某文下楼后，因发现自己入住酒店（市中区大观园亚朵酒店）的公用雨伞遗忘在周某房间，于0时24分进入周某房间，0时26分取回雨伞后离开房间，打车返回酒店休息。\n三、关于犯罪嫌疑人张某涉嫌强制猥亵犯罪的情况\n8月4日，周某再次拨打110报警称：“7月27日晚上，我在济南市市中区中海环宇城渔家灯火饭店内与同事领导吃饭时，因醉酒被人猥亵。”市中区分局七贤派出所接警后当日受理，依法开展调查。8月10日，市中区分局依法将此案移交槐荫区分局进行并案侦查。\n经查证，7月27日宴请期间，21时29分，周某因饮酒过多欲呕吐时，张某陪其一起走出包间。周某出包间后一路呕吐至饭店大厅吧台垃圾桶处。随后，返回包间途中张某对周某实施了强制猥亵行为。22时许，宴请结束。\n7月28日7时14分，周某与张某联系，告知房间号码，张某从家中携带一盒未开封的避孕套，于7时59分到达槐荫区济南西站亚朵轻居酒店，敲门进入周某房间后，对周某实施了强制猥亵行为。9时35分，张某离开周某房间时，带走周某内裤一条，避孕套（未开封）遗留在房间内。\n四、涉案相关情况调查\n1．关于周某是否被迫出差\n经查实，2021年4月，阿里巴巴集团某部与济南华联超市达成合作意向后，单位确定周某负责后续对接。7月15日双方网签，约定7月27日现场盖章签约。通过大量证人证言及调取阿里公司出差报备系统信息、相关电子数据等证据，未发现周某被迫出差情况。\n2．关于周某是否被“灌酒”\n经查实，7月27日下午双方签约结束后，王某文提议共同庆祝签约成功，周某预定了饭店并通知济南华联超市参加人员就餐的时间、地点。当晚，共8人就餐（6男2女）， 1位女士未饮酒，1人饮用2瓶啤酒，王某文、张某、周某等6人饮用近5瓶白酒。经就餐人员、饭店服务人员证实，就餐期间无人强迫饮酒，周某饮用白酒约350毫升。\n案发后，济南市公安局槐荫区分局开展立案调查，为确保调查权威、准确、专业，济南市公安局抽调精干力量，组成专案组，商请检察机关提前介入。山东省公安厅刑侦局督导并组织专家参与了案件办理。\n根据《中华人民共和国刑法》第237条规定，犯罪嫌疑人王某文、张某因涉嫌强制猥亵罪，已被济南市公安局槐荫区分局依法采取刑事强制措施，没有证据证明有强奸犯罪事实发生。目前，案件正在进一步侦办中。\n以上案情及调查情况特此通报。感谢杭州公安在此案调查过程中给予的大力协助，感谢广大网友和社会各界对济南公安工作的关心支持！\n济南市公安局槐荫区分局\n2021年8月14日","news_type":1},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897695117,"gmtCreate":1628910344339,"gmtModify":1676529891706,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897695117","repostId":"1131048202","repostType":4,"repost":{"id":"1131048202","pubTimestamp":1628905617,"share":"https://ttm.financial/m/news/1131048202?lang=&edition=fundamental","pubTime":"2021-08-14 09:46","market":"us","language":"zh","title":"索罗斯Q1吃进腾讯音乐等“爆仓股”，Q2便脱手","url":"https://stock-news.laohu8.com/highlight/detail?id=1131048202","media":"华尔街见闻","summary":"除了清仓腾讯音乐，还抛售了和一季度买入价值相当的ViacomCBS、百度和唯品会股票。","content":"<p>作者：李丹</p>\n<p>刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。</p>\n<p>今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>（BIDU）、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>（VIPS）和价值近3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>（TME）。</p>\n<p>一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。</p>\n<p>而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。</p>\n<p>二季度索罗斯基金公司还清仓了<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。</p>\n<p>从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和&nbsp;Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。</p>\n<p>不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。</p>\n<p>但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。</p>\n<blockquote>\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n</blockquote>\n<p>有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>索罗斯Q1吃进腾讯音乐等“爆仓股”，Q2便脱手</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n索罗斯Q1吃进腾讯音乐等“爆仓股”，Q2便脱手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637941><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637941\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"VIPS":"唯品会","QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","TME":"腾讯音乐"},"source_url":"https://wallstreetcn.com/articles/3637941","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1131048202","content_text":"作者：李丹\n刚刚披露的13F监管文件显示，宏观交易大佬索罗斯的家族办公室玩了一手短炒。\n今年一季度，Bill Hwang的对冲基金Archegos爆仓，相关标的股票被大举抛售。索罗斯的基金管理公司就买入或增持了四只相关个股——当时价值1.94亿美元的ViacomCBS（VIAC）、价值7700万美元的百度（BIDU）、价值4600万美元的唯品会（VIPS）和价值近3400万美元的腾讯音乐（TME）。\n一季度索罗斯基金的仓位公布后，华尔街见闻文章提到，媒体消息称，在Archegos爆仓发生前，索罗斯基金公司并没有这些股票的持仓。也就是说，趁爆仓后股价大跌之机，索罗斯基金大举进场抄底，可能至少花了3.5亿美元。\n而本周五的13F文件披露，今年二季度，索罗斯的基金管理公司共抛售价值约1.943亿美元的ViacomCBS股票、7700万美元的百度和4640万美元的唯品会，这都和一季度该公司买入的三只个股价值大致相当。\n二季度索罗斯基金公司还清仓了腾讯音乐以及另一只因Archegos爆仓而大跌的个股Discovery。腾讯音乐是一季度索罗斯基金增持股份数第二位的个股，也是二季度清仓规模前五位的个股之一。\n从股价表现看，索罗斯基金抛售上述Archegos爆仓概念股不算意外，二季度它们大多表现逊色：唯品会当季跌超30%，腾讯音乐和 Discovery都跌超20%，百度跌超6%，ViacomCBS到季末几乎持平一季度末水平。\n不过，索罗斯毕竟是以宏观交易闻名于世，如此快进快出显然风格迥异。\n但要说风格偏离，其实也和索罗斯本人无关。今年3月，索罗斯基金管理公司的首席投资官（CIO）Dawn Fitzpatrick就在接受媒体采访时表示，她愿意在市场发生错位的时候进场扫货。\n\n 当出现市场错位（即混乱）时，我们准备着加倍下注；一旦事实和环境支持（抄底），我们还会加大到三倍。”\n\n有评论称，自从2000年Druckenmiller 离开量子基金后，索罗斯就把公司交给儿子打理，CIO都靠外包模式，自己根本没有接班人。风格早就不知道飘到哪里了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895301212,"gmtCreate":1628722419736,"gmtModify":1676529829172,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/895301212","repostId":"1193247058","repostType":4,"repost":{"id":"1193247058","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628691065,"share":"https://ttm.financial/m/news/1193247058?lang=&edition=fundamental","pubTime":"2021-08-11 22:11","market":"other","language":"zh","title":"【异动】抗疫概念股下挫，BioNTech SE跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193247058","media":"老虎资讯综合","summary":"8月11日，美股抗疫概念股跌幅扩大，BioNTech SE跌超9%，Moderna跌超7%，辉瑞跌近3%。\n美国银行称Moderna股价在未来可能会大幅下跌，因其接近2000亿美元的市值“从基本面来看","content":"<p>8月11日，美股抗疫概念股跌幅扩大，<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超9%，Moderna跌超7%，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌近3%。</p>\n<p>美国银行称Moderna股价在未来可能会大幅下跌，因其接近2000亿美元的市值“从基本面来看是不合理的”，重申其目标价为115美元，这意味着较昨日收盘价有75%的下跌空间。美银认为，Moderna要证明自己能够拥有默克、百时美施贵宝等拥有百年历史的制药巨头的价值，还有很多的事情要做。<img src=\"https://static.tigerbbs.com/abdebd5d3be64a0e68782d0b785982a4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【异动】抗疫概念股下挫，BioNTech SE跌超9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】抗疫概念股下挫，BioNTech SE跌超9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，美股抗疫概念股跌幅扩大，<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>跌超9%，Moderna跌超7%，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌近3%。</p>\n<p>美国银行称Moderna股价在未来可能会大幅下跌，因其接近2000亿美元的市值“从基本面来看是不合理的”，重申其目标价为115美元，这意味着较昨日收盘价有75%的下跌空间。美银认为，Moderna要证明自己能够拥有默克、百时美施贵宝等拥有百年历史的制药巨头的价值，还有很多的事情要做。<img src=\"https://static.tigerbbs.com/abdebd5d3be64a0e68782d0b785982a4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"BNTX":"BioNTech SE"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193247058","content_text":"8月11日，美股抗疫概念股跌幅扩大，BioNTech SE跌超9%，Moderna跌超7%，辉瑞跌近3%。\n美国银行称Moderna股价在未来可能会大幅下跌，因其接近2000亿美元的市值“从基本面来看是不合理的”，重申其目标价为115美元，这意味着较昨日收盘价有75%的下跌空间。美银认为，Moderna要证明自己能够拥有默克、百时美施贵宝等拥有百年历史的制药巨头的价值，还有很多的事情要做。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800305445,"gmtCreate":1627275660787,"gmtModify":1703486539539,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"awesome&nbsp;","listText":"awesome&nbsp;","text":"awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800305445","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&amp;P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter &amp; Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter &amp; Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","TSLA":"特斯拉","AAPL":"苹果","BA":"波音","AMZN":"亚马逊","SHOP":"Shopify Inc","FORD":"福沃德工业"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177562238,"gmtCreate":1627253350124,"gmtModify":1703485891811,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177562238","repostId":"1107345366","repostType":4,"repost":{"id":"1107345366","pubTimestamp":1627176839,"share":"https://ttm.financial/m/news/1107345366?lang=&edition=fundamental","pubTime":"2021-07-25 09:33","market":"us","language":"en","title":"GameStop: The Game Is Far From Over","url":"https://stock-news.laohu8.com/highlight/detail?id=1107345366","media":"seekingalpha","summary":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce pla","content":"<p><b>Summary</b></p>\n<ul>\n <li>GameStop has revamped itself to progressively move towards to become a major e-commerce player.</li>\n <li>We think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.</li>\n <li>In addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.</li>\n <li>While we don't have a position in GameStop, we don't think the game is over for the company.</li>\n</ul>\n<p><b>Investment Thesis</b></p>\n<p>The speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.</p>\n<p>While we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.</p>\n<p>We thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:</p>\n<blockquote>\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n</blockquote>\n<p>We think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.</p>\n<p>In this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.</p>\n<p>What Has Changed for GameStop since the January Mania?</p>\n<p>GME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"</p>\n<p>While the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.</p>\n<p>Ryan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:</p>\n<blockquote>\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n</blockquote>\n<p>However, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/213a840d218039b67bebc984532ecf5f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Quarterly revenues. Data source: S&amp;P Capital IQ</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c46f7322b39c6468f6929c1fd414921b\" tg-width=\"640\" tg-height=\"354\" width=\"100%\" height=\"auto\"><span>LTM revenue. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.</p>\n<p>LTM EBIT margins trend. Data Source: S&amp;P Capital IQ</p>\n<p>While the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.</p>\n<p>Debt to Equity Ratio. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8eaacbe2d43de887038c30e9ab4bcfa2\" tg-width=\"640\" tg-height=\"353\" width=\"100%\" height=\"auto\"><span>LTM Levered FCF margin. Data source: S&amp;P Capital IQ</span></p>\n<p>The company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.</p>\n<p>Therefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:</p>\n<blockquote>\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n</blockquote>\n<p><b>The Reddit Community Grew by 25.9% in 2020</b></p>\n<p>US social network user growth, by platform 2020 &amp; 2021. Source:eMarketer</p>\n<p>Investors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f886ecf993efe35532771c132d94a6a\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Population distribution in the US in 2019, by generation. Data source: US Census Bureau</span></p>\n<p>We believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.</p>\n<p>Importantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.</p>\n<p>According to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.</p>\n<p>Among the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.</p>\n<p>Therefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.</p>\n<p>We think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.</p>\n<p><b>Analyzing the Reddit Opinion</b></p>\n<p>Individual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick</p>\n<p>According to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa3108c1a56bc4c6221a4d8297e018d3\" tg-width=\"826\" tg-height=\"511\" width=\"100%\" height=\"auto\"><span>Share of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e72f250f4fe70ca9af575b6828bace0d\" tg-width=\"600\" tg-height=\"371\" width=\"100%\" height=\"auto\"><span>Average trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick</span></p>\n<p>We could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a87f8665c27d127566189bd21a035158\" tg-width=\"956\" tg-height=\"591\" width=\"100%\" height=\"auto\"><span>Institutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick</span></p>\n<p>While 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.</p>\n<p><b>Looking Ahead</b></p>\n<p>Ownership breakdown. Source:Simply Wall St</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1dd4930d00083121d28ea6d57285bc5\" tg-width=\"1280\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Institutional ownership changes. Source:Marketbeat</span></p>\n<p>Moving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a708e62291662e5d4e2bce79492dc93a\" tg-width=\"1244\" tg-height=\"656\" width=\"100%\" height=\"auto\"><span>Percentage of float shorted over time. Source:Marketbeat</span></p>\n<p>Importantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.</p>\n<p>Other than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.</p>\n<p><b>Price Action and Trend Analysis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe5e54ac5cfe6504ec07c334a8c52668\" tg-width=\"1280\" tg-height=\"786\" width=\"100%\" height=\"auto\"><span>Source: TradingView</span></p>\n<p>Ever since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.</p>\n<p>While we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:</p>\n<blockquote>\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n</blockquote>\n<p>In GameStop, we think the game is certainly far from being over.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop: The Game Is Far From Over</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop: The Game Is Far From Over\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://seekingalpha.com/article/4441170-gamestop-the-game-is-far-from-over","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107345366","content_text":"Summary\n\nGameStop has revamped itself to progressively move towards to become a major e-commerce player.\nWe think the company may possibly be at an inflection point, if the management team is able to successfully execute its new e-commerce pivot.\nIn addition, we exhort the bears to pay special attention to the Reddit community, given its growing user base and influence in their investors' decision-making process.\nWhile we don't have a position in GameStop, we don't think the game is over for the company.\n\nInvestment Thesis\nThe speculation fervor behind GameStop’s (GME) meteoric rise to the stratospheric levels of $480 per share last seen in Jan has subsided significantly, as the stock last traded at the $178 price level, a 63% decline from the ATH reached during the January mania.\nWhile we agree to a large extent with the Street’s valuation opinion, that this stock seems to be significantly overvalued (The Street’s mean target price is $37.5), we would also like to highlight that we don’t think we presently have a valuation model that can comprehensively incorporate the underlying factors driving the company’s stock price, and therefore would not boldly proclaim to investors who have an interest in meme stocks, to stay away from GME.\nWe thinkeMarketerdelineated in this recent piece in June, what factors they thought could have driven the underlying demand behind meme stocks in Reddit forums like GME:\n\n Punishing short sellers. Clover Health (CLOV) short-sellers, who believed the stock was overvalued, were down $438 million in mark-to-market losses. GameStop short sellers lost over $5 billion.Perplexing the markets “for the memes”—i.e., it’s just funny. Reddit posts on r/WallStreetBets highlight how members make seemingly irrational investment decisions for the joy of duping financial institutions.Pump and dump. The artificially inflated share prices can maximize profit for the lucky few who invest early.\n\nWe think investors who have been schooled in fundamental analysis would never be able to develop models that could fully factor in the above, as these investors think the long term value of stocks are driven by the long term strength and the competitive moat of their underlying businesses, but not with the \"ludicrous\" methods adopted by the Redditors in the way they analyze stocks.\nIn this article, we dive deeper to look at the key fundamental drivers underpinning GME's business, and how we think the Reddit community's participation and influence in meme stocks like GME would continue to disrupt the valuation outlook for the company moving forward.\nWhat Has Changed for GameStop since the January Mania?\nGME recently appointed2 key veteranexecutives from Amazon (AMZN): Matt Furlong and Mike Recupero as its CEO and CFO, respectively, as part of Chairman Ryan Cohen's strategic revamp of GME's business model to pivot towards becoming a major \"e-commerce powerhouse.\"\nWhile the guidance from the new management may have been sparse so far, the team has certainly gotten down to work quickly, to put in place the necessary building blocks to gradually move GME into a major e-commerce player, as they have started to expand itsfulfillment centers, with two new recent facilities in Reno, Nevada and York, Pennsylvania, that have given the company a total capacity of more than 1.2M square feet.\nRyan Cohen has also made it clear that the company wouldn't be specifying intricate details on its overhaul plans to its competitors, but instead appealing to investors to judge the team on their actions, as he emphasized:\n\n You won’t find ustalking a big game, making a bunch of lofty promises or telegraphing our strategy to the competition...We have a lot of work in front of us. Moving forward, we want you to judge GameStop based on our actions -- not our words.\n\nHowever, the Street was hardly convinced with Ryan Cohen or the company’s strategy, asWedbush Securitiesarticulated recently: “I think it got away from him. I think his ego’s gotten in the way and now he's going to prove [to] everybody [that he] knows what he's doing. If there [was] a strategy, it's shocking that he hasn't told us. We were supposed to hear about this five months ago. What is such a secret?”\nQuarterly revenues. Data source: S&P Capital IQ\nLTM revenue. Data source: S&P Capital IQ\nWe could observe that the company seems to have been able to arrest the declining trend in its revenue in Q4'21 and Q1'22 (GME defines its FY differently from its CY), which took place well before the new management was in place. The company's Q4'21 revenue of $2.12B was its strong quarter over the last 3 years, while Q1'22's revenue grew 25% YoY. Therefore, when we plotted it over an LTM basis, we think that there's hope over the horizon, that perhaps the new management team may have an encouraging start, in the company's quest to become an important e-commerce competitor. We think investors should continue monitoring this space closely, especially on the build-up of the company's fulfillment centers, which is highly integral towards its e-commerce ambitions.\nLTM EBIT margins trend. Data Source: S&P Capital IQ\nWhile the company's EBIT margin trend has certainly been of major concern, we think this is an area certainly worth watching, as yet again we observed an improvement in the LTM trend, as the company posted an LTM EBIT margin of -3.5% in Q1'22, as compared to its LTM EBIT margin of -4.9% in Q4'21. While we don't think the company is out of the woods yet, but we think the company may have stopped the rot, at least for now.\nDebt to Equity Ratio. Source:Simply Wall St\nLTM Levered FCF margin. Data source: S&P Capital IQ\nThe company has also astutely capitalized on its share price to completetwo equity offeringsto buttress its balance sheet. As a result, the company's debt to equity ratio has improved significantly to 5.5%, with a debt balance of just $48.1M, while having a cash and ST investments balance of $694.7M (as of 1 May 21, before both equity offerings which raised a total of $1.677B, and before paring down of debt). In addition, the company has also never really been bleeding cash, as its levered FCF margins trend has always been relatively healthy while having also improved its LTM levered FCF margin at the recent quarter to 1.6%.\nTherefore, we think GME looks well-positioned to take advantage of its strategic overhaul towards its new e-commerce pivot if the management can successfully execute moving forward. While we are not too sure at this point on the roadmap ahead for GME, the Reddit community seems to be ready to continue supporting this company, as we shall go into detail how the Reddit community would continue to be a highly important force to be reckoned with, in their quest to bolster the stock price of the company, such that even Ryan Cohen made it a point to pay a special tribute to the Reddit community:\n\n We’re fortunateto have such a special group of investors holding the company’s shares, you guys inspire us to think bigger, fight harder and work longer each day.\n\nThe Reddit Community Grew by 25.9% in 2020\nUS social network user growth, by platform 2020 & 2021. Source:eMarketer\nInvestors should be able to observe that Reddit posted highly remarkable growth in 2020, as users on its platform grew by 25.9% YoY, andeMarketeralso expects the Reddit community to grow by 14.4% in 2021, to reach 43.3M users. We think the increasing popularity towards the adoption of Reddit would continue to sustain investors' interest in meme stocks like GME, moving forward.\nPopulation distribution in the US in 2019, by generation. Data source: US Census Bureau\nWe believe that Reddit has certainly benefited from the secular drivers underpinning digitization, which has also led to significant growth and popularity in trading platforms like Robinhood (HOOD), where theaverage agein 2020 is 31 years old. This puts the average age of Robinhood users right within the age group of the Millennials, who were born between 1981 and 1996 (25 to 40 years old), and accounted for 21.97% of the US population, based on the 2019 census.\nImportantly, we could also observe that Millennial investors are interested in stocks that are not the “safe and steady” stocks that a typical investor is expected to hold if I could put it that way. We don’t think valuations form the most important considerations to these investors as we could observe from the above.\nAccording to a report byApex Clearing, Tesla (TSLA) formed the largest holdings of their Millennials portfolio in Q1’21, with a 28.3% share, a stock that we think investors would not typically say it’s cheap. While AAPL was the second-largest holding with a 14.5% share, GME also rounded up the top 4 with a 5.2% share, lending support to our opinion that Millennial investors’ motivations are driven by factors beyond just fundamentals and valuations.\nAmong the holdings in the Millennials portfolio, we could observe many other examples that corroborate these investors' interests in premium stocks, like Nvidia (NVDA), another meme stock like AMC Entertainment (AMC), Churchill Capital Corp (CCIV), its third-largest holding; Nio (NIO), Palantir (PLTR), and even Square (SQ), stocks we think investors would not typically ascribe as value stocks.\nTherefore, we think the general investor community needs to understand that there’s a huge and growing base of investors whose understanding and expectations of fundamentals and valuations are certainly quite different from what our typical valuation models could account for.\nWe think the market is definitely bigger and much more complex than what we know, and it’s just not possible to use the same fundamental analysis and valuation methods to value meme stocks like GME and say that they are way overvalued, a process that we honestly think is quite meaningless in the world of meme stocks investment.\nAnalyzing the Reddit Opinion\nIndividual investors’ opinion on Reddit after GameStop short squeeze in the US, UK, and Canada as of Feb 21, by age. Data source:Brunswick\nAccording to a survey by Brunswick, we could observe the importance of the Reddit forums as an investment tool for investors, especially among the younger investors within the age group of 18-29 years old. About 14% of all investors “trust Reddit as a media alternative,” and the share even shot up to 31% among the younger investors. In addition, a good proportion (25%) of the younger investors also took part in the GME opportunities, while 20% of them think that the GME events “represent a fundamental shift of power in the market.” While these opinions may belong within the minority of investors, we think the proportion of investors is certainly large enough to raise the eyebrows of the general investment community, and therefore we think the power of the Reddit forums is certainly a force to be reckoned with moving ahead.\nShare of institutional investors using Reddit to investigate an issue in the US, UK, and Canada. Data source: Brunswick\nAverage trust score assigned by institutional investors to Reddit in the US, UK, and Canada. Data source: Brunswick\nWe could observe Reddit’s increasing influence even among institutional investors, as 27% of them used Reddit to “investigate an issue”, which increased discernibly from the previous years, even though their trust in the platform dropped markedly from an average score of 3.5 in 2019 to 2.0 in 2021. We think this shows that institutional investors consider Reddit’s increasing influence in the general investment community’s decision-making process, but they don’t trust those things going on in those forums as meaningful enough for their \"well-developed\" processes, as compared to individual investors shown earlier.\nInstitutional investors' attitude towards members of the Reddit wallstreetbets community. Data source: Brunswick\nWhile 48% of institutional investors think that the Redditors “might have a short term influence, but they won’t be able to sustain it,” 27% developed some curiosity regarding Reddit influence among the investors’ community, and 13% of them developed some form of respect for the way the Redditors were able to amass an army to outgun some of Wall Street’s brightest minds. We were therefore not surprised to find that 20% of these institutional investors were frustrated with what they considered as “market manipulation” by the Redditors.\nLooking Ahead\nOwnership breakdown. Source:Simply Wall St\nInstitutional ownership changes. Source:Marketbeat\nMoving forward, we think meme stocks like GME would continue to feature prominently within the Reddit forums and remain one of their “flagship” stocks in their fight against the Street. Retail investors now hold the largest share of ownership of GME stock, accounting for 45.1% of total ownership. Interestingly, there’s still a sizable proportion (36.4%) of institutional investors that remain vested in GME, which includes GME’s largest shareholder: Blackrock, which owns 12.36% of GME stock. While GME witnessed a significant outflow of $1.93B of institutional capital in Q2’21, the stock price remained well above the closing price of $17.25, on the first trading day of 2021.\nPercentage of float shorted over time. Source:Marketbeat\nImportantly, the price continues to be sustained even though the short percentage of float has dropped significantly from 41.96% in Jan, to “just” 14.18% at the end of June, its lowest recorded two-week period in 2021.\nOther than the 45.1% of retail investors who are vested in GME, the stock is also supported by Ryan Cohen’s 12.13% share, which makes him the second-largest shareholder of GME stock, behind Blackrock, even though the purchase price for his last batch of 1.274M shares in Dec 20 is about $14.24, which certainly gives him a huge margin of safety if we consider GME’s last closing price of $178.85.\nPrice Action and Trend Analysis\nSource: TradingView\nEver since the mania we witnessed at the start of the year, GME has settled down and seems to have developed an uptrend bias, with a support level that has attracted strong buying interest between the $130 and $160 price level previously. It is a level that we expect the buyers to continue defending strongly, based on our price action analysis. For investors who are keen to take a position in GME, we think they may consider an entry within that buy range that we highlighted.\nWhile we are convinced that the volatility in GameStop’s price is likely to continue moving ahead, we think the stock has incredibly found huge buying interest among the retail community that has shaken the foundations of the institutional investors, asStenham Asset Managementarticulated:\n\n \"In the current environment, you are being negligent if you don’t measure and manage your exposure on the short side to both crowding and retail interest,\" and we think one of the multibillion-dollar US hedge fund also succinctly summed up the rising influence of the Reddit community: “[We] are absolutely looking at forums such as WSB, we are monitoring that extremely closely.”\n\nIn GameStop, we think the game is certainly far from being over.","news_type":1},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177334163,"gmtCreate":1627179973952,"gmtModify":1703485136028,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090153975827430","idStr":"4090153975827430"},"themes":[],"htmlText":"iphone","listText":"iphone","text":"iphone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177334163","repostId":"2153938547","repostType":4,"repost":{"id":"2153938547","pubTimestamp":1627085070,"share":"https://ttm.financial/m/news/2153938547?lang=&edition=fundamental","pubTime":"2021-07-24 08:04","market":"us","language":"en","title":"What will Apple say about the next iPhone at earnings time? Maybe more than usual","url":"https://stock-news.laohu8.com/highlight/detail?id=2153938547","media":"MarketWatch","summary":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few mo","content":"<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1694f71fa4dec194ef63e28ffc75776f\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Heavy promotions in the wireless industry likely benefited Apple's business during the June quarter.</span></p>\n<p>The pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.</p>\n<p>Typically the most important tidbit coming out of fiscal third-quarter earnings, which Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.</p>\n<p>The problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.</p>\n<p>\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>The coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.</p>\n<p>The June quarter that Apple will report Tuesday is traditionally a slower <a href=\"https://laohu8.com/S/AONE.U\">one</a>, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.</p>\n<p><b>What to watch for</b></p>\n<p><b>Earnings:</b> Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.</p>\n<p><b>Revenue: </b>The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.</p>\n<p>On a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.</p>\n<p><b>Stock movement: </b>Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.</p>\n<p>Of the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.</p>\n<p><b>What else to watch for</b></p>\n<p>Apple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.</p>\n<p>Some encouraging signals came from Verizon Communications Inc. <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&amp;T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a></p>\n<p>\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .</p>\n<p>Raymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.</p>\n<p>\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.</p>\n<p>UBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.</p>\n<p>But he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.</p>\n<p>Another key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.</p>\n<p>\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"</p>\n<p>The coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will Apple say about the next iPhone at earnings time? Maybe more than usual</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat will Apple say about the next iPhone at earnings time? Maybe more than usual\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in...</p>\n\n<a href=\"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.marketwatch.com/story/what-will-apple-say-about-the-next-iphone-at-earnings-time-maybe-more-than-usual-11627077819?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153938547","content_text":"Apple earnings preview: Recent lack of quarterly forecasts could lead executives to divulge a few more hints about the next iPhone release when discussing results Tuesday afternoon\nHeavy promotions in the wireless industry likely benefited Apple's business during the June quarter.\nThe pandemic may add a wrinkle to the guessing game that normally accompanies Apple Inc.'s June-quarter conference call.\nTypically the most important tidbit coming out of fiscal third-quarter earnings, which Apple $(AAPL)$ is scheduled to report Tuesday afternoon, is the company's outlook and commentary around its September-quarter revenue, which can hold clues as to what the company expects in the early days of its next smartphone launch. A strong forecast may imply that the company intends to make its new lineup available during the waning days of its fiscal year, while weaker guidance could suggest the launch will be pushed in to the calendar fourth quarter.\nThe problem this time around is that Apple has held off on issuing a formal outlook for more than a year amid the pandemic, and it remains unclear when or if the company will resume the practice. Apple has instead been offering \"directional insights\" to offer some indication of how its results could stack up to those of prior quarters, but it has been notoriously tight-lipped about plans for iPhone launches.\n\"We expect the timing of iPhone 13 availability will ultimately prove to be the swing factor in [the fiscal fourth quarter], thus we anticipate the company will provide more granular directional commentary,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nThe coming launch is of keen interest given that the current lineup has performed well. \"The iPhone 12 cycle has been strong but we believe the next two cycles may prove challenging with units potentially down [year over year] in FY22 and FY23,\" wrote Barclays analyst Tim Long.\nThe June quarter that Apple will report Tuesday is traditionally a slower one, as consumers wait for the next iPhone launch, but the company is still expected to deliver big growth in its smartphone business. Not only does the company have the benefit of easy comparisons to the early days of the pandemic, but it should also be reaping the rewards of an unusually promotional wireless industry.\nWhat to watch for\nEarnings: Analysts tracked by FactSet expect Apple to post $1.01 in earnings per share, up from 65 cents a year earlier. According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average expectation is for $1.16 a share in EPS.\nRevenue: The FactSet consensus calls for $73.26 billion in overall revenue, up from $59.69 billion a year prior. On Estimize, the average estimate is for $77.38 billion.\nOn a segment level, analysts surveyed by FactSet project $34.19 billion in iPhone revenue, $7.17 billion in iPad revenue, $7.86 billion in Mac revenue, $16.26 billion in services revenue, and $7.83 billion in revenue for the wearables, home, and accessories category.\nStock movement: Apple shares have fallen after four of the past five earnings reports, though the stock is up 60% over the past 12 months as the Dow Jones Industrial Average has increased 32%.\nOf the 44 analysts tracked by FactSet who cover Apple's stock, 33 have buy ratings, nine have hold ratings and two have sell ratings, with an average price target of $157.88.\nWhat else to watch for\nApple's iPhone business is set up for its second-largest rate of growth in at least three years, behind only what was seen in the previous quarter. Analysts tracked by FactSet are calling for $34.2 billion in iPhone revenue, up 29.4% from a year earlier.\nSome encouraging signals came from Verizon Communications Inc. $(VZ)$, which recently ran a big iPhone promotion as it sought to match discounts at rival AT&T Inc. $(T)$\n\"Momentum built throughout the quarter, and we timed our promotions to take full advantage of the economic recovery and increased customer activity,\" Verizon Chief Financial Officer Matthew Ellis said on his company's earnings call. About 20% of Verizon's consumer base is now using 5G-enabled phones .\nRaymond James analyst Chris Caso noted that the quantity of upgrades might not even be the most important factor, as his analysis of iPhone carrier deals from last year found that they can be helpful in driving a greater \"mix\" of more expensive devices.\n\"Consumers appear to have been willing to pay the few dollars per month to upgrade to higher-end models, if the base model was offered for free,\" he wrote, based on analyzing last year's subsidies.\nUBS analyst David Vogt is also feeling upbeat about the business heading into the fiscal third-quarter report, pointing to positive signs in the telecommunications industry like the \"aggressive promotions\" and improving retail traffic at wireless stores.\nBut he notes that demand may not be the big issue for Apple, as the company's overall upside is \"gated\" due to supply constraints plaguing the broader electronics industry and beyond. Apple addressed these issues on its earnings call, projecting a $3 billion to $4 billion negative revenue impact in the June quarter that was mainly expected to affect the Mac and iPad businesses.\nAnother key narrative is how those two segments held up more generally given a return to more normalized activities outside the home. Apple's Macs and iPads were popular purchases among those needing new hardware to power remote working and schooling, but analysts will be looking to see whether the personal-computer boom is sustainable.\n\"While Apple will have to contend with lapping very difficult pandemic comparisons in the [June quarter] and for several quarters thereafter, we see several near-term tailwinds from both categories,\" wrote CFRA analyst Angelo Zino. \"We see corporate upgrades on the enterprise level becoming a bigger contributor to demand as the economy fully reopens across the globe.\"\nThe coming results will also be the first gauge on demand for Apple's new colorful iMac lineup and powerful iPad Pro , both of which rolled out in the spring and feature the company's custom M1 chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}